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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Sep 13, 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 IVOAX is a Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVOAX (655M). IVOAX pays higher dividends than JVMRX: IVOAX (2.31) vs JVMRX (0.74). IVOAX was incepted earlier than JVMRX: IVOAX (12 years) vs JVMRX (15 years). IVOAX (1.29) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. IVOAX (22.00). IVOAX has a lower initial minimum investment than JVMRX: IVOAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. IVOAX (-5.79). JVMRX return over 5 years is better than : 16.49 vs. IVOAX (2.71).
| IVOAX | JVMRX | IVOAX / JVMRX | |
| Total Expense Ratio | 1.07 | 0.74 | 145% |
| Annual Report Gross Expense Ratio | 1.29 | 0.75 | 172% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 9.898 | 13.256 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.31 | 0.74 | 310% |
| Returns for 1 year | -5.79 | 2.46 | -235% |
| Returns for 3 years | 12.82 | 21.93 | 58% |
| Returns for 5 years | 2.71 | 16.49 | 16% |
| Returns for 10 years | 80.90 | 61.53 | 131% |
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