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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. IMCVX (117M). JVMRX pays higher dividends than IMCVX: JVMRX (0.81) vs IMCVX (0.56). 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 (8.08) and IMCVX (7.72) have marching annual gain over last year. JVMRX return over 5 years is better than : 11.43 vs. IMCVX (-8.09).
| 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 | 10.754 | 8.922 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 22.9B | 1% |
| Annual Yield % from dividends | 0.56 | 0.81 | 70% |
| Returns for 1 year | 7.72 | 8.08 | 96% |
| Returns for 3 years | 17.45 | 21.91 | 80% |
| Returns for 5 years | -8.09 | 11.43 | -71% |
| Returns for 10 years | 10.17 | 65.14 | 16% |
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