Interact to see
Advertisement
Advertisement
IASAX vs JVMRX
IASAX vs JVMRX Comparison
Open Charts IASAX vs JVMRX
IASAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IASAX vs. JVMRX commentary
Jun 24, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. IASAX (265M). IASAX pays higher dividends than JVMRX: IASAX (1.57) vs JVMRX (0.81). IASAX was incepted earlier than JVMRX: IASAX (24 years) vs JVMRX (15 years). IASAX (1.71) is less costly to investors than JVMRX (0.75). IASAX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (48.00). IASAX has a lower initial minimum investment than JVMRX: IASAX (0) vs JVMRX (1000000). IASAX annual gain was more profitable for investors over the last year : 9.77 vs. JVMRX (8.08). JVMRX return over 5 years is better than : 11.43 vs. IASAX (-13.86).
| IASAX | JVMRX | IASAX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.71 | 0.75 | 228% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 10.941 | 8.922 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 22.9B | 1% |
| Annual Yield % from dividends | 1.57 | 0.81 | 195% |
| Returns for 1 year | 9.77 | 8.08 | 121% |
| Returns for 3 years | 4.98 | 21.91 | 23% |
| Returns for 5 years | -13.86 | 11.43 | -121% |
| Returns for 10 years | 7.23 | 65.14 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement