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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IIVAX (648M). IIVAX pays higher dividends than JVMSX: IIVAX (0.94) vs JVMSX (0.36). 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 : 12.85 vs. JVMSX (7.55). JVMSX return over 5 years is better than : 8.98 vs. IIVAX (-7.64).
| 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 | 13.222 | 10.399 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 23.2B | 3% |
| Annual Yield % from dividends | 0.94 | 0.36 | 257% |
| Returns for 1 year | 12.85 | 7.55 | 170% |
| Returns for 3 years | 15.52 | 19.20 | 81% |
| Returns for 5 years | -7.64 | 8.98 | -85% |
| Returns for 10 years | 30.18 | 63.30 | 48% |
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