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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
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. IVOCX (679M). IVOCX pays higher dividends than JVMRX: IVOCX (1.60) vs JVMRX (0.74). 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 : 6.66 vs. IVOCX (-3.78). JVMRX return over 5 years is better than : 17.02 vs. IVOCX (-0.88).
| 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 | 11.509 | 16.242 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 23.8B | 3% |
| Annual Yield % from dividends | 1.60 | 0.74 | 216% |
| Returns for 1 year | -3.78 | 6.66 | -57% |
| Returns for 3 years | 11.23 | 24.72 | 45% |
| Returns for 5 years | -0.88 | 17.02 | -5% |
| Returns for 10 years | 67.20 | 60.60 | 111% |
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