IMCVX
Price
$10.11
Change
-$0.05 (-0.49%)
Updated
Sep 10 closing price
Net Assets
115.47M
JVMRX
Price
$31.37
Change
+$0.27 (+0.87%)
Updated
Sep 11 closing price
Net Assets
23.18B
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IMCVX vs JVMRX

IMCVX vs JVMRX Comparison Chart in %
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IMCVX vs. JVMRX 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 JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IMCVX (115M). JVMRX pays higher dividends than IMCVX: JVMRX (0.74) vs IMCVX (0.54). IMCVX was incepted earlier than JVMRX: IMCVX (15 years) vs JVMRX (15 years). IMCVX (0.78) and JVMRX (0.75) have similar cost to investors . IMCVX is a more actively managed with annual turnover of: 105.00 vs. JVMRX (48.00). IMCVX has a lower initial minimum investment than JVMRX: IMCVX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. IMCVX (2.12). JVMRX return over 5 years is better than : 16.49 vs. IMCVX (-8.97).
IMCVXJVMRXIMCVX / JVMRX
Total Expense Ratio0.780.74105%
Annual Report Gross Expense Ratio0.780.75104%
Fund Existence15 years15 years-
Gain YTD12.08413.25691%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets115M23.2B0%
Annual Yield % from dividends0.540.7472%
Returns for 1 year2.122.4686%
Returns for 3 years16.7221.9376%
Returns for 5 years-8.9716.49-54%
Returns for 10 years6.6861.5311%
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