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IASSX vs JVMIX
IASSX vs JVMIX Comparison
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IASSX vs JVMIX Comparison Chart in %
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IASSX vs. JVMIX commentary
Aug 22, 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 IASSX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24B vs. IASSX (275M). IASSX pays higher dividends than JVMIX: IASSX (1.54) vs JVMIX (0.66). IASSX was incepted earlier than JVMIX: IASSX (24 years) vs JVMIX (29 years). IASSX (1.46) is less costly to investors than JVMIX (0.86). IASSX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (48.00). IASSX has a lower initial minimum investment than JVMIX: IASSX (0) vs JVMIX (250000). IASSX annual gain was more profitable for investors over the last year : 11.09 vs. JVMIX (9.61). JVMIX return over 5 years is better than : 19.53 vs. IASSX (-10.22).
| IASSX | JVMIX | IASSX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.46 | 0.86 | 170% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 10.888 | 16.564 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 24B | 1% |
| Annual Yield % from dividends | 1.54 | 0.66 | 233% |
| Returns for 1 year | 11.09 | 9.61 | 115% |
| Returns for 3 years | 21.56 | 26.70 | 81% |
| Returns for 5 years | -10.22 | 19.53 | -52% |
| Returns for 10 years | 17.83 | 62.50 | 29% |
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