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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
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. IVOAX (700M). IVOAX pays higher dividends than JVMTX: IVOAX (2.32) vs JVMTX (0.55). 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 : 8.59 vs. IVOAX (0.64). JVMTX return over 5 years is better than : 15.14 vs. IVOAX (5.68).
| 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 | 11.860 | 14.182 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 23.6B | 3% |
| Annual Yield % from dividends | 2.32 | 0.55 | 425% |
| Returns for 1 year | 0.64 | 8.59 | 7% |
| Returns for 3 years | 7.76 | 18.37 | 42% |
| Returns for 5 years | 5.68 | 15.14 | 38% |
| Returns for 10 years | 80.70 | 60.86 | 133% |
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