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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
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IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Jun 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. IVOAX (716M). IVOAX pays higher dividends than JVMRX: IVOAX (2.12) vs JVMRX (0.81). 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 (27.00). 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 : 8.08 vs. IVOAX (1.32). JVMRX return over 5 years is better than : 11.43 vs. IVOAX (5.27).
| 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 | 8.270 | 8.922 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 22.9B | 3% |
| Annual Yield % from dividends | 2.12 | 0.81 | 263% |
| Returns for 1 year | 1.32 | 8.08 | 16% |
| Returns for 3 years | 10.95 | 21.91 | 50% |
| Returns for 5 years | 5.27 | 11.43 | 46% |
| Returns for 10 years | 84.57 | 65.14 | 130% |
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