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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
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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. IASAX (271M). IASAX pays higher dividends than JVMIX: IASAX (1.51) vs JVMIX (0.68). 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 : 8.14 vs. JVMIX (6.21). JVMIX return over 5 years is better than : 13.89 vs. IASAX (-10.73).
| 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 | 14.724 | 11.795 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 23.3B | 1% |
| Annual Yield % from dividends | 1.51 | 0.68 | 222% |
| Returns for 1 year | 8.14 | 6.21 | 131% |
| Returns for 3 years | 4.14 | 17.79 | 23% |
| Returns for 5 years | -10.73 | 13.89 | -77% |
| Returns for 10 years | 5.08 | 58.60 | 9% |
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