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IMCVX vs JVMRX
IMCVX vs JVMRX Comparison
Open Charts IMCVX vs JVMRX
IMCVX vs JVMRX Comparison Chart in %
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IMCVX vs. JVMRX commentary
Jul 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. IMCVX (119M). JVMRX pays higher dividends than IMCVX: JVMRX (0.78) 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: 60.00 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 : 6.32 vs. IMCVX (5.78). JVMRX return over 5 years is better than : 14.37 vs. IMCVX (-6.48).
| IMCVX | JVMRX | IMCVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.74 | 105% |
| Annual Report Gross Expense Ratio | 0.78 | 0.75 | 104% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 13.193 | 11.835 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 23.3B | 1% |
| Annual Yield % from dividends | 0.54 | 0.78 | 70% |
| Returns for 1 year | 5.78 | 6.32 | 91% |
| Returns for 3 years | 14.15 | 18.15 | 78% |
| Returns for 5 years | -6.48 | 14.37 | -45% |
| Returns for 10 years | 6.31 | 59.74 | 11% |
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