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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
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IIVAX vs JVMAX Comparison Chart in %
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IIVAX vs. JVMAX commentary
Jun 28, 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 IIVAX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. IIVAX (648M). IIVAX pays higher dividends than JVMAX: IIVAX (0.94) vs JVMAX (0.52). IIVAX was incepted earlier than JVMAX: IIVAX (25 years) vs JVMAX (29 years). IIVAX (1.20) is less costly to investors than JVMAX (1.11). IIVAX (48.00) and JVMAX (48.00) have comparable annual turnover. IIVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). IIVAX (1000) and JVMAX (1000) have matching initial minimum investment requirements. IIVAX annual gain was more profitable for investors over the last year : 12.85 vs. JVMAX (7.21). JVMAX return over 5 years is better than : 7.78 vs. IIVAX (-7.64).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.20 | 1.10 | 109% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 13.222 | 10.477 | 126% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 23.2B | 3% |
| Annual Yield % from dividends | 0.94 | 0.52 | 181% |
| Returns for 1 year | 12.85 | 7.21 | 178% |
| Returns for 3 years | 15.52 | 18.32 | 85% |
| Returns for 5 years | -7.64 | 7.78 | -98% |
| Returns for 10 years | 30.18 | 60.89 | 50% |
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