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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
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. IIVAX (648M). IIVAX pays higher dividends than JVMTX: IIVAX (0.94) vs JVMTX (0.59). 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 : 12.85 vs. JVMTX (7.87). JVMTX return over 5 years is better than : 10.19 vs. IIVAX (-7.64).
| 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 | 13.222 | 10.536 | 125% |
| 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 | 0.59 | 160% |
| Returns for 1 year | 12.85 | 7.87 | 163% |
| Returns for 3 years | 15.52 | 20.20 | 77% |
| Returns for 5 years | -7.64 | 10.19 | -75% |
| Returns for 10 years | 30.18 | 66.45 | 45% |
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