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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
IIVAX vs JVMSX Comparison Chart in %
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IIVAX vs. JVMSX commentary
Sep 10, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. IIVAX (656M). IIVAX pays higher dividends than JVMSX: IIVAX (0.89) vs JVMSX (0.34). IIVAX was incepted earlier than JVMSX: IIVAX (25 years) vs JVMSX (15 years). JVMSX (1.25) and IIVAX (1.20) have similar cost to investors . IIVAX (48.00) and JVMSX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than IIVAX: JVMSX (0) vs IIVAX (1000). IIVAX annual gain was more profitable for investors over the last year : 9.84 vs. JVMSX (5.83). JVMSX return over 5 years is better than : 16.23 vs. IIVAX (-2.56).
| IIVAX | JVMSX | IIVAX / JVMSX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.20 | 1.25 | 96% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 17.875 | 15.855 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 23.8B | 3% |
| Annual Yield % from dividends | 0.89 | 0.34 | 264% |
| Returns for 1 year | 9.84 | 5.83 | 169% |
| Returns for 3 years | 17.29 | 23.31 | 74% |
| Returns for 5 years | -2.56 | 16.23 | -16% |
| Returns for 10 years | 25.05 | 59.04 | 42% |
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