Interact to see
Advertisement
Advertisement
IASSX vs JVMIX
IASSX vs JVMIX Comparison
Open Charts IASSX vs JVMIX
IASSX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IASSX vs. JVMIX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. IASSX (263M). IASSX pays higher dividends than JVMIX: IASSX (1.65) vs JVMIX (0.71). 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 (49.00). 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 : 9.39 vs. JVMIX (7.06). JVMIX return over 5 years is better than : 4.68 vs. IASSX (-13.99).
| 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 | 9.074 | 6.189 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 22.5B | 1% |
| Annual Yield % from dividends | 1.65 | 0.71 | 232% |
| Returns for 1 year | 9.39 | 7.06 | 133% |
| Returns for 3 years | 6.97 | 20.15 | 35% |
| Returns for 5 years | -13.99 | 4.68 | -299% |
| Returns for 10 years | 10.33 | 53.81 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GSIE | 45.96 | 0.27 | +0.59% |
| Goldman Sachs ActiveBeta® Intl Eq ETF | |||
| DJP | 49.12 | 0.19 | +0.39% |
| iPath® Bloomberg Cmdty TR ETN | |||
| MID | 69.04 | 0.24 | +0.35% |
| American Century Mid Cap Gr Impact ETF | |||
| GEND | 12.78 | 0.04 | +0.35% |
| Genter Capital Dividend Income ETF | |||
| TEMT | 19.36 | -2.57 | -11.72% |
| Tradr 2X Long TEM Daily ETF | |||