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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. IVOAX (655M). IVOAX pays higher dividends than JVMTX: IVOAX (2.31) vs JVMTX (0.54). IVOAX was incepted earlier than JVMTX: IVOAX (12 years) vs JVMTX (13 years). IVOAX (1.29) 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 : 2.20 vs. IVOAX (-5.79). JVMTX return over 5 years is better than : 15.32 vs. IVOAX (2.71).
| IVOAX | JVMTX | IVOAX / JVMTX | |
| Total Expense Ratio | 1.07 | 0.99 | 108% |
| Annual Report Gross Expense Ratio | 1.29 | 1.10 | 117% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 9.898 | 13.051 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.31 | 0.54 | 427% |
| Returns for 1 year | -5.79 | 2.20 | -264% |
| Returns for 3 years | 12.82 | 21.01 | 61% |
| Returns for 5 years | 2.71 | 15.32 | 18% |
| Returns for 10 years | 80.90 | 58.64 | 138% |
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