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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
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. IIVLX (636M). JVMTX pays higher dividends than IIVLX: JVMTX (0.54) vs IIVLX (0.37). 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). JVMTX annual gain was more profitable for investors over the last year : 2.20 vs. IIVLX (1.72). JVMTX return over 5 years is better than : 15.32 vs. IIVLX (-17.29).
| 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 | 13.731 | 13.051 | 105% |
| 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 | 0.54 | 68% |
| Returns for 1 year | 1.72 | 2.20 | 78% |
| Returns for 3 years | 3.74 | 21.01 | 18% |
| Returns for 5 years | -17.29 | 15.32 | -113% |
| Returns for 10 years | -0.92 | 58.64 | -2% |
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