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IMCVX vs JVMIX
IMCVX vs JVMIX Comparison
Open Charts IMCVX vs JVMIX
IMCVX vs JVMIX Comparison Chart in %
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IMCVX vs. JVMIX commentary
Sep 12, 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 IMCVX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. IMCVX (115M). JVMIX pays higher dividends than IMCVX: JVMIX (0.65) vs IMCVX (0.54). IMCVX was incepted earlier than JVMIX: IMCVX (15 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than IMCVX (0.78). IMCVX is a more actively managed with annual turnover of: 105.00 vs. JVMIX (48.00). IMCVX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : 2.36 vs. IMCVX (2.12). JVMIX return over 5 years is better than : 16.01 vs. IMCVX (-8.97).
| IMCVX | JVMIX | IMCVX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 0.86 | 91% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 12.084 | 13.178 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 23.2B | 0% |
| Annual Yield % from dividends | 0.54 | 0.65 | 82% |
| Returns for 1 year | 2.12 | 2.36 | 90% |
| Returns for 3 years | 16.72 | 21.56 | 78% |
| Returns for 5 years | -8.97 | 16.01 | -56% |
| Returns for 10 years | 6.68 | 60.41 | 11% |
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