Interact to see
Advertisement
Advertisement
IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
IVOCX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. JVMRX commentary
Jun 04, 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 IVOCX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. IVOCX (712M). IVOCX pays higher dividends than JVMRX: IVOCX (1.38) vs JVMRX (0.81). IVOCX was incepted earlier than JVMRX: IVOCX (12 years) vs JVMRX (15 years). IVOCX (2.02) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). IVOCX has a lower initial minimum investment than JVMRX: IVOCX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 7.17 vs. IVOCX (-0.19). JVMRX return over 5 years is better than : 5.11 vs. IVOCX (-2.88).
| IVOCX | JVMRX | IVOCX / JVMRX | |
| Total Expense Ratio | 1.83 | 0.74 | 247% |
| Annual Report Gross Expense Ratio | 2.02 | 0.75 | 269% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 5.941 | 6.227 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 22.5B | 3% |
| Annual Yield % from dividends | 1.38 | 0.81 | 171% |
| Returns for 1 year | -0.19 | 7.17 | -3% |
| Returns for 3 years | 7.41 | 20.52 | 36% |
| Returns for 5 years | -2.88 | 5.11 | -56% |
| Returns for 10 years | 66.63 | 54.85 | 121% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers