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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IIVLX (636M). IIVLX pays higher dividends than JVMSX: IIVLX (0.37) vs JVMSX (0.34). IIVLX was incepted earlier than JVMSX: IIVLX (24 years) vs JVMSX (15 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). JVMSX annual gain was more profitable for investors over the last year : 1.90 vs. IIVLX (1.72). JVMSX return over 5 years is better than : 14.00 vs. IIVLX (-17.29).
| 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 | 15 years | - |
| Gain YTD | 13.731 | 12.852 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 23.2B | 3% |
| Annual Yield % from dividends | 0.37 | 0.34 | 109% |
| Returns for 1 year | 1.72 | 1.90 | 90% |
| Returns for 3 years | 3.74 | 19.98 | 19% |
| Returns for 5 years | -17.29 | 14.00 | -124% |
| Returns for 10 years | -0.92 | 55.68 | -2% |
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