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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
IIVAX vs JVMTX Comparison Chart in %
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IIVAX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. IIVAX (644M). IIVAX pays higher dividends than JVMTX: IIVAX (0.92) vs JVMTX (0.56). IIVAX was incepted earlier than JVMTX: IIVAX (25 years) vs JVMTX (13 years). IIVAX (1.20) is less costly to investors than JVMTX (1.10). IIVAX (48.00) and JVMTX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than IIVAX: JVMTX (0) vs IIVAX (1000). IIVAX annual gain was more profitable for investors over the last year : 8.56 vs. JVMTX (5.09). JVMTX return over 5 years is better than : 14.15 vs. IIVAX (-4.37).
| IIVAX | JVMTX | IIVAX / JVMTX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 13.881 | 12.067 | 115% |
| 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 | 0.56 | 163% |
| Returns for 1 year | 8.56 | 5.09 | 168% |
| Returns for 3 years | 9.89 | 16.09 | 61% |
| Returns for 5 years | -4.37 | 14.15 | -31% |
| Returns for 10 years | 20.81 | 56.95 | 37% |
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