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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
Aug 14, 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: 24.3B vs. IIVAX (662M). IIVAX pays higher dividends than JVMSX: IIVAX (0.90) vs JVMSX (0.34). IIVAX was incepted earlier than JVMSX: IIVAX (25 years) vs JVMSX (14 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 : 11.84 vs. JVMSX (8.78). JVMSX return over 5 years is better than : 16.02 vs. IIVAX (-3.80).
| 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 | 14 years | - |
| Gain YTD | 18.185 | 17.576 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 24.3B | 3% |
| Annual Yield % from dividends | 0.90 | 0.34 | 264% |
| Returns for 1 year | 11.84 | 8.78 | 135% |
| Returns for 3 years | 14.25 | 23.15 | 62% |
| Returns for 5 years | -3.80 | 16.02 | -24% |
| Returns for 10 years | 23.18 | 58.84 | 39% |
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