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IASAX vs JVMIX
IASAX vs JVMIX Comparison
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IASAX vs JVMIX Comparison Chart in %
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IASAX vs. JVMIX commentary
Sep 12, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. IASAX (264M). IASAX (0.68) and JVMIX (0.65) have matching dividends . IASAX was incepted earlier than JVMIX: IASAX (24 years) vs JVMIX (29 years). IASAX (1.71) is less costly to investors than JVMIX (0.86). IASAX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (48.00). IASAX has a lower initial minimum investment than JVMIX: IASAX (0) vs JVMIX (250000). IASAX annual gain was more profitable for investors over the last year : 4.73 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. IASAX (-17.13).
| IASAX | JVMIX | IASAX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.71 | 0.86 | 199% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 6.335 | 13.178 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 23.2B | 1% |
| Annual Yield % from dividends | 0.68 | 0.65 | 103% |
| Returns for 1 year | 4.73 | 2.36 | 201% |
| Returns for 3 years | 15.61 | 21.56 | 72% |
| Returns for 5 years | -17.13 | 16.01 | -107% |
| Returns for 10 years | 7.84 | 60.41 | 13% |
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