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IASAX vs JVMRX
IASAX vs JVMRX Comparison
Open Charts IASAX vs JVMRX
IASAX vs JVMRX Comparison Chart in %
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IASAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IASAX (264M). JVMRX pays higher dividends than IASAX: JVMRX (0.74) vs IASAX (0.68). 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 : 4.73 vs. JVMRX (2.46). JVMRX return over 5 years is better than : 16.49 vs. IASAX (-17.13).
| 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 | 6.335 | 13.256 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 23.2B | 1% |
| Annual Yield % from dividends | 0.68 | 0.74 | 91% |
| Returns for 1 year | 4.73 | 2.46 | 192% |
| Returns for 3 years | 15.61 | 21.93 | 71% |
| Returns for 5 years | -17.13 | 16.49 | -104% |
| Returns for 10 years | 7.84 | 61.53 | 13% |
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