Interact to see
Advertisement
Advertisement
IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
IVOAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOAX vs. JVMRX commentary
Aug 03, 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: 23.6B vs. IVOAX (700M). IVOAX pays higher dividends than JVMRX: IVOAX (2.32) vs JVMRX (0.75). 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 : 8.86 vs. IVOAX (0.64). JVMRX return over 5 years is better than : 16.31 vs. IVOAX (5.68).
| 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 | 11.860 | 14.348 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 23.6B | 3% |
| Annual Yield % from dividends | 2.32 | 0.75 | 308% |
| Returns for 1 year | 0.64 | 8.86 | 7% |
| Returns for 3 years | 7.76 | 19.29 | 40% |
| Returns for 5 years | 5.68 | 16.31 | 35% |
| Returns for 10 years | 80.70 | 63.73 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers