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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
Sep 13, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. IASSX (264M). IASSX pays higher dividends than JVMIX: IASSX (0.81) vs JVMIX (0.65). 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 : 5.77 vs. JVMIX (3.25). JVMIX return over 5 years is better than : 17.02 vs. IASSX (-12.60).
| 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 | 7.341 | 14.161 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 23.4B | 1% |
| Annual Yield % from dividends | 0.81 | 0.65 | 124% |
| Returns for 1 year | 5.77 | 3.25 | 178% |
| Returns for 3 years | 18.48 | 22.62 | 82% |
| Returns for 5 years | -12.60 | 17.02 | -74% |
| Returns for 10 years | 16.72 | 61.80 | 27% |
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