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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IASAX (276M). IASAX pays higher dividends than JVMRX: IASAX (1.48) vs JVMRX (0.75). 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 (10.26) and JVMRX (10.04) have marching annual gain over last year. JVMRX return over 5 years is better than : 20.69 vs. IASAX (-14.68).
| 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 | 10.144 | 17.298 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 24.2B | 1% |
| Annual Yield % from dividends | 1.48 | 0.75 | 196% |
| Returns for 1 year | 10.26 | 10.04 | 102% |
| Returns for 3 years | 18.47 | 27.65 | 67% |
| Returns for 5 years | -14.68 | 20.69 | -71% |
| Returns for 10 years | 9.16 | 64.48 | 14% |
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