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IJPMX vs JVMIX
IJPMX vs JVMIX Comparison
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IJPMX vs JVMIX Comparison Chart in %
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IJPMX vs. JVMIX commentary
Aug 23, 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 IJPMX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. IJPMX (186M). JVMIX (0.66) and IJPMX (0.63) have matching dividends . IJPMX was incepted earlier than JVMIX: IJPMX (17 years) vs JVMIX (29 years). IJPMX (1.50) is less costly to investors than JVMIX (0.86). JVMIX (48.00) and IJPMX (47.00) have comparable annual turnover. IJPMX has a lower initial minimum investment than JVMIX: IJPMX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 10.63 vs. IJPMX (-14.95). JVMIX return over 5 years is better than : 20.35 vs. IJPMX (-36.00).
| IJPMX | JVMIX | IJPMX / JVMIX | |
| Total Expense Ratio | 1.25 | 0.85 | 147% |
| Annual Report Gross Expense Ratio | 1.50 | 0.86 | 174% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | -16.555 | 17.364 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 24.1B | 1% |
| Annual Yield % from dividends | 0.63 | 0.66 | 96% |
| Returns for 1 year | -14.95 | 10.63 | -141% |
| Returns for 3 years | -12.17 | 27.91 | -44% |
| Returns for 5 years | -36.00 | 20.35 | -177% |
| Returns for 10 years | -34.90 | 62.83 | -56% |
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