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IACIX vs JVMIX
IACIX vs JVMIX Comparison
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IACIX vs JVMIX Comparison Chart in %
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IACIX vs. JVMIX commentary
Aug 23, 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 IACIX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. IACIX (275M). IACIX pays higher dividends than JVMIX: IACIX (1.73) vs JVMIX (0.66). IACIX was incepted earlier than JVMIX: IACIX (24 years) vs JVMIX (29 years). IACIX (1.21) is less costly to investors than JVMIX (0.86). IACIX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (48.00). IACIX has a lower initial minimum investment than JVMIX: IACIX (0) vs JVMIX (250000). IACIX annual gain was more profitable for investors over the last year : 11.85 vs. JVMIX (10.63). JVMIX return over 5 years is better than : 20.35 vs. IACIX (-8.11).
| IACIX | JVMIX | IACIX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 1.21 | 0.86 | 141% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 11.241 | 17.364 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 24.1B | 1% |
| Annual Yield % from dividends | 1.73 | 0.66 | 261% |
| Returns for 1 year | 11.85 | 10.63 | 111% |
| Returns for 3 years | 23.72 | 27.91 | 85% |
| Returns for 5 years | -8.11 | 20.35 | -40% |
| Returns for 10 years | 22.10 | 62.83 | 35% |
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