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IVOAX vs JVMTX
IVOAX vs JVMTX Comparison
Open Charts IVOAX vs JVMTX
IVOAX vs JVMTX Comparison Chart in %
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IVOAX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. IVOAX (720M). IVOAX pays higher dividends than JVMTX: IVOAX (2.38) vs JVMTX (0.56). IVOAX was incepted earlier than JVMTX: IVOAX (12 years) vs JVMTX (13 years). IVOAX (1.27) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 48.00 vs. IVOAX (22.00). JVMTX has a lower initial minimum investment than IVOAX: JVMTX (0) vs IVOAX (1000). JVMTX annual gain was more profitable for investors over the last year : 6.05 vs. IVOAX (-1.37). JVMTX return over 5 years is better than : 13.20 vs. IVOAX (5.24).
| IVOAX | JVMTX | IVOAX / JVMTX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.27 | 1.10 | 115% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 10.076 | 11.703 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 23.3B | 3% |
| Annual Yield % from dividends | 2.38 | 0.56 | 423% |
| Returns for 1 year | -1.37 | 6.05 | -23% |
| Returns for 3 years | 8.02 | 17.28 | 46% |
| Returns for 5 years | 5.24 | 13.20 | 40% |
| Returns for 10 years | 77.22 | 56.98 | 136% |
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