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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
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 IMCVX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IMCVX (119M). JVMIX pays higher dividends than IMCVX: JVMIX (0.66) 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: 60.00 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 : 8.75 vs. IMCVX (7.39). JVMIX return over 5 years is better than : 15.79 vs. IMCVX (-7.52).
| 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 | 13.969 | 14.270 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 23.6B | 1% |
| Annual Yield % from dividends | 0.54 | 0.66 | 82% |
| Returns for 1 year | 7.39 | 8.75 | 84% |
| Returns for 3 years | 12.60 | 18.93 | 67% |
| Returns for 5 years | -7.52 | 15.79 | -48% |
| Returns for 10 years | 8.58 | 62.51 | 14% |
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