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IASSX vs JVMRX
IASSX vs JVMRX Comparison
Open Charts IASSX vs JVMRX
IASSX vs JVMRX Comparison Chart in %
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IASSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. IASSX (263M). IASSX pays higher dividends than JVMRX: IASSX (1.65) vs JVMRX (0.81). IASSX was incepted earlier than JVMRX: IASSX (24 years) vs JVMRX (15 years). IASSX (1.46) is less costly to investors than JVMRX (0.75). IASSX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (49.00). IASSX has a lower initial minimum investment than JVMRX: IASSX (0) vs JVMRX (1000000). IASSX annual gain was more profitable for investors over the last year : 9.39 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. IASSX (-13.99).
| IASSX | JVMRX | IASSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.46 | 0.75 | 195% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 9.074 | 6.227 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 22.5B | 1% |
| Annual Yield % from dividends | 1.65 | 0.81 | 204% |
| Returns for 1 year | 9.39 | 7.17 | 131% |
| Returns for 3 years | 6.97 | 20.52 | 34% |
| Returns for 5 years | -13.99 | 5.11 | -274% |
| Returns for 10 years | 10.33 | 54.85 | 19% |
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