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IJMSX vs JVMRX
IJMSX vs JVMRX Comparison
Open Charts IJMSX vs JVMRX
IJMSX vs JVMRX Comparison Chart in %
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IJMSX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. IJMSX (185M). JVMRX pays higher dividends than IJMSX: JVMRX (0.75) vs IJMSX (0.62). IJMSX was incepted earlier than JVMRX: IJMSX (24 years) vs JVMRX (15 years). IJMSX (1.35) is less costly to investors than JVMRX (0.75). JVMRX (48.00) and IJMSX (47.00) have comparable annual turnover. IJMSX has a lower initial minimum investment than JVMRX: IJMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. IJMSX (0.23). JVMRX return over 5 years is better than : 16.31 vs. IJMSX (-13.78).
| IJMSX | JVMRX | IJMSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.35 | 0.75 | 180% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 13.385 | 14.348 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 23.6B | 1% |
| Annual Yield % from dividends | 0.62 | 0.75 | 82% |
| Returns for 1 year | 0.23 | 8.86 | 3% |
| Returns for 3 years | 3.38 | 19.29 | 17% |
| Returns for 5 years | -13.78 | 16.31 | -84% |
| Returns for 10 years | -13.85 | 63.73 | -22% |
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