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IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
IVOCX vs JVMSX Comparison Chart in %
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IVOCX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. IVOCX (712M). IVOCX pays higher dividends than JVMSX: IVOCX (1.38) vs JVMSX (0.36). IVOCX was incepted earlier than JVMSX: IVOCX (12 years) vs JVMSX (14 years). IVOCX (2.02) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). JVMSX has a lower initial minimum investment than IVOCX: JVMSX (0) vs IVOCX (1000). JVMSX annual gain was more profitable for investors over the last year : 6.60 vs. IVOCX (-0.19). JVMSX return over 5 years is better than : 2.88 vs. IVOCX (-2.88).
| IVOCX | JVMSX | IVOCX / JVMSX | |
| Total Expense Ratio | 1.83 | 1.24 | 148% |
| Annual Report Gross Expense Ratio | 2.02 | 1.25 | 162% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 5.941 | 6.005 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 22.5B | 3% |
| Annual Yield % from dividends | 1.38 | 0.36 | 380% |
| Returns for 1 year | -0.19 | 6.60 | -3% |
| Returns for 3 years | 7.41 | 18.57 | 40% |
| Returns for 5 years | -2.88 | 2.88 | -100% |
| Returns for 10 years | 66.63 | 49.24 | 135% |
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