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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
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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IASAX (276M). IASAX pays higher dividends than JVMIX: IASAX (1.48) vs JVMIX (0.66). 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 (10.26) and JVMIX (9.93) have marching annual gain over last year. JVMIX return over 5 years is better than : 20.24 vs. IASAX (-14.68).
| 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 | 10.144 | 17.255 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 24.2B | 1% |
| Annual Yield % from dividends | 1.48 | 0.66 | 223% |
| Returns for 1 year | 10.26 | 9.93 | 103% |
| Returns for 3 years | 18.47 | 27.25 | 68% |
| Returns for 5 years | -14.68 | 20.24 | -73% |
| Returns for 10 years | 9.16 | 63.38 | 14% |
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