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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. IMCVX (113M). JVMIX pays higher dividends than IMCVX: JVMIX (0.71) vs IMCVX (0.56). 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 (49.00). IMCVX (250000) and JVMIX (250000) have matching initial minimum investment requirements. JVMIX annual gain was more profitable for investors over the last year : 7.06 vs. IMCVX (6.66). JVMIX return over 5 years is better than : 4.68 vs. IMCVX (-11.60).
| 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 | 9.313 | 6.189 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 22.5B | 1% |
| Annual Yield % from dividends | 0.56 | 0.71 | 79% |
| Returns for 1 year | 6.66 | 7.06 | 94% |
| Returns for 3 years | 17.41 | 20.15 | 86% |
| Returns for 5 years | -11.60 | 4.68 | -248% |
| Returns for 10 years | 4.85 | 53.81 | 9% |
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