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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
IIVLX vs JVMSX Comparison Chart in %
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IIVLX vs. JVMSX commentary
Jun 21, 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 IIVLX is a Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. IIVLX (634M). IIVLX pays higher dividends than JVMSX: IIVLX (0.39) vs JVMSX (0.36). IIVLX was incepted earlier than JVMSX: IIVLX (24 years) vs JVMSX (14 years). IIVLX (1.95) is less costly to investors than JVMSX (1.25). IIVLX (48.00) and JVMSX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than IIVLX: JVMSX (0) vs IIVLX (1000). IIVLX annual gain was more profitable for investors over the last year : 8.37 vs. JVMSX (7.91). JVMSX return over 5 years is better than : 11.74 vs. IIVLX (-18.93).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | 1.95 | 1.24 | 157% |
| Annual Report Gross Expense Ratio | 1.95 | 1.25 | 156% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 10.155 | 8.642 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 22.9B | 3% |
| Annual Yield % from dividends | 0.39 | 0.36 | 106% |
| Returns for 1 year | 8.37 | 7.91 | 106% |
| Returns for 3 years | 1.31 | 16.52 | 8% |
| Returns for 5 years | -18.93 | 11.74 | -161% |
| Returns for 10 years | -1.75 | 54.43 | -3% |
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