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IJMSX vs JVMIX
IJMSX vs JVMIX Comparison
Open Charts IJMSX vs JVMIX
IJMSX vs JVMIX Comparison Chart in %
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IJMSX vs. JVMIX commentary
Aug 03, 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 IJMSX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IJMSX (185M). JVMIX pays higher dividends than IJMSX: JVMIX (0.66) vs IJMSX (0.62). IJMSX was incepted earlier than JVMIX: IJMSX (24 years) vs JVMIX (29 years). IJMSX (1.35) is less costly to investors than JVMIX (0.86). JVMIX (48.00) and IJMSX (47.00) have comparable annual turnover. IJMSX has a lower initial minimum investment than JVMIX: IJMSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 8.75 vs. IJMSX (0.23). JVMIX return over 5 years is better than : 15.79 vs. IJMSX (-13.78).
| IJMSX | JVMIX | IJMSX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.35 | 0.86 | 157% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 13.385 | 14.270 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 23.6B | 1% |
| Annual Yield % from dividends | 0.62 | 0.66 | 94% |
| Returns for 1 year | 0.23 | 8.75 | 3% |
| Returns for 3 years | 3.38 | 18.93 | 18% |
| Returns for 5 years | -13.78 | 15.79 | -87% |
| Returns for 10 years | -13.85 | 62.51 | -22% |
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