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IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
IVOCX vs JVMRX Comparison Chart in %
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IVOCX vs. JVMRX commentary
Jul 22, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IVOCX (708M). IVOCX pays higher dividends than JVMRX: IVOCX (1.65) vs JVMRX (0.78). 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: 48.00 vs. IVOCX (22.00). 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 : 6.90 vs. IVOCX (-2.31). JVMRX return over 5 years is better than : 15.39 vs. IVOCX (1.64).
| 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 | 9.727 | 12.637 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 23.4B | 3% |
| Annual Yield % from dividends | 1.65 | 0.78 | 213% |
| Returns for 1 year | -2.31 | 6.90 | -34% |
| Returns for 3 years | 5.29 | 17.63 | 30% |
| Returns for 5 years | 1.64 | 15.39 | 11% |
| Returns for 10 years | 66.33 | 59.79 | 111% |
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