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IAAEX vs JVMTX
IAAEX vs JVMTX Comparison
Open Charts IAAEX vs JVMTX
IAAEX vs JVMTX Comparison Chart in %
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IAAEX vs. JVMTX commentary
Jul 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IAAEX is a Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. IAAEX (757M). IAAEX pays higher dividends than JVMTX: IAAEX (1.68) vs JVMTX (0.56). IAAEX was incepted earlier than JVMTX: IAAEX (12 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than IAAEX (0.75). IAAEX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (48.00). IAAEX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 6.05 vs. IAAEX (-5.31). JVMTX return over 5 years is better than : 13.20 vs. IAAEX (-22.85).
| IAAEX | JVMTX | IAAEX / JVMTX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 5.639 | 11.703 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 23.3B | 3% |
| Annual Yield % from dividends | 1.68 | 0.56 | 299% |
| Returns for 1 year | -5.31 | 6.05 | -88% |
| Returns for 3 years | -0.08 | 17.28 | -0% |
| Returns for 5 years | -22.85 | 13.20 | -173% |
| Returns for 10 years | -4.50 | 56.98 | -8% |
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