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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
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 IVOAX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. IVOAX (720M). IVOAX pays higher dividends than JVMRX: IVOAX (2.38) vs JVMRX (0.78). IVOAX was incepted earlier than JVMRX: IVOAX (12 years) vs JVMRX (15 years). IVOAX (1.27) 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 : 6.32 vs. IVOAX (-1.37). JVMRX return over 5 years is better than : 14.37 vs. IVOAX (5.24).
| IVOAX | JVMRX | IVOAX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.75 | 169% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 10.076 | 11.835 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 23.3B | 3% |
| Annual Yield % from dividends | 2.38 | 0.78 | 307% |
| Returns for 1 year | -1.37 | 6.32 | -22% |
| Returns for 3 years | 8.02 | 18.15 | 44% |
| Returns for 5 years | 5.24 | 14.37 | 36% |
| Returns for 10 years | 77.22 | 59.74 | 129% |
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