Interact to see
Advertisement
Advertisement
IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
IIVAX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVAX vs. JVMSX commentary
Jul 25, 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: 23.3B vs. IIVAX (644M). IIVAX pays higher dividends than JVMSX: IIVAX (0.92) vs JVMSX (0.35). 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 : 8.56 vs. JVMSX (4.77). JVMSX return over 5 years is better than : 12.87 vs. IIVAX (-4.37).
| 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 | 13.881 | 11.900 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 23.3B | 3% |
| Annual Yield % from dividends | 0.92 | 0.35 | 263% |
| Returns for 1 year | 8.56 | 4.77 | 179% |
| Returns for 3 years | 9.89 | 15.12 | 65% |
| Returns for 5 years | -4.37 | 12.87 | -34% |
| Returns for 10 years | 20.81 | 53.91 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers