IASAX
Price
$11.25
Change
+$0.08 (+0.72%)
Updated
Jul 13 closing price
Net Assets
271.45M
JVMCX
Price
$28.47
Change
+$0.02 (+0.07%)
Updated
Jul 13 closing price
Net Assets
23.28B
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IASAX vs JVMCX

IASAX vs JVMCX Comparison Chart in %
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IASAX vs. JVMCX 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 IASAX is a Buy and JVMCX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. IASAX (271M). IASAX pays higher dividends than JVMCX: IASAX (1.51) vs JVMCX (0.00). IASAX was incepted earlier than JVMCX: IASAX (24 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than IASAX (1.71). IASAX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (48.00). IASAX has a lower initial minimum investment than JVMCX: IASAX (0) vs JVMCX (1000). IASAX annual gain was more profitable for investors over the last year : 8.14 vs. JVMCX (4.60). JVMCX return over 5 years is better than : 7.38 vs. IASAX (-10.73).
IASAXJVMCXIASAX / JVMCX
Total Expense Ratio1.351.8573%
Annual Report Gross Expense Ratio1.711.8692%
Fund Existence24 years15 years-
Gain YTD14.72411.220131%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets271M23.3B1%
Annual Yield % from dividends1.510.00-
Returns for 1 year8.144.60177%
Returns for 3 years4.1412.7832%
Returns for 5 years-10.737.38-145%
Returns for 10 years5.0843.6412%
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