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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
IIVLX vs JVMTX Comparison Chart in %
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IIVLX vs. JVMTX commentary
Jun 16, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. IIVLX (649M). JVMTX pays higher dividends than IIVLX: JVMTX (0.59) vs IIVLX (0.39). IIVLX was incepted earlier than JVMTX: IIVLX (24 years) vs JVMTX (13 years). IIVLX (1.95) is less costly to investors than JVMTX (1.10). IIVLX (48.00) and JVMTX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than IIVLX: JVMTX (0) vs IIVLX (1000). IIVLX annual gain was more profitable for investors over the last year : 11.20 vs. JVMTX (10.21). JVMTX return over 5 years is better than : 9.49 vs. IIVLX (-20.18).
| IIVLX | JVMTX | IIVLX / JVMTX | |
| Total Expense Ratio | 1.95 | 0.99 | 197% |
| Annual Report Gross Expense Ratio | 1.95 | 1.10 | 177% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 12.798 | 10.098 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 23.2B | 3% |
| Annual Yield % from dividends | 0.39 | 0.59 | 66% |
| Returns for 1 year | 11.20 | 10.21 | 110% |
| Returns for 3 years | 4.36 | 19.95 | 22% |
| Returns for 5 years | -20.18 | 9.49 | -213% |
| Returns for 10 years | 1.81 | 60.88 | 3% |
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