IJMSX
Price
$15.78
Change
+$0.10 (+0.64%)
Updated
Jul 13 closing price
Net Assets
184.2M
JVMIX
Price
$30.74
Change
+$0.03 (+0.10%)
Updated
Jul 13 closing price
Net Assets
23.28B
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IJMSX vs JVMIX

IJMSX vs JVMIX Comparison Chart in %
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IJMSX vs. JVMIX commentary
Jul 14, 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 Hold and JVMIX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. IJMSX (184M). JVMIX pays higher dividends than IJMSX: JVMIX (0.68) vs IJMSX (0.63). 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 : 6.21 vs. IJMSX (-1.70). JVMIX return over 5 years is better than : 13.89 vs. IJMSX (-14.50).
IJMSXJVMIXIJMSX / JVMIX
Total Expense Ratio1.100.85129%
Annual Report Gross Expense Ratio1.350.86157%
Fund Existence24 years29 years-
Gain YTD11.68611.79599%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets184M23.3B1%
Annual Yield % from dividends0.630.6893%
Returns for 1 year-1.706.21-27%
Returns for 3 years2.9317.7916%
Returns for 5 years-14.5013.89-104%
Returns for 10 years-16.0258.60-27%
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