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IASAX vs JVMCX
IASAX vs JVMCX Comparison
Open Charts IASAX vs JVMCX
IASAX vs JVMCX Comparison Chart in %
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IASAX vs. JVMCX commentary
Aug 20, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. IASAX (276M). IASAX pays higher dividends than JVMCX: IASAX (1.48) 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 : 10.26 vs. JVMCX (8.21). JVMCX return over 5 years is better than : 13.33 vs. IASAX (-14.68).
| IASAX | JVMCX | IASAX / JVMCX | |
| Total Expense Ratio | 1.35 | 1.85 | 73% |
| Annual Report Gross Expense Ratio | 1.71 | 1.86 | 92% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 10.144 | 16.497 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 24.2B | 1% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 10.26 | 8.21 | 125% |
| Returns for 3 years | 18.47 | 21.75 | 85% |
| Returns for 5 years | -14.68 | 13.33 | -110% |
| Returns for 10 years | 9.16 | 47.84 | 19% |
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