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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. IVOCX (679M). IVOCX pays higher dividends than JVMSX: IVOCX (1.60) vs JVMSX (0.34). IVOCX was incepted earlier than JVMSX: IVOCX (12 years) vs JVMSX (15 years). IVOCX (2.02) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 48.00 vs. IVOCX (22.00). 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 : 6.12 vs. IVOCX (-3.78). JVMSX return over 5 years is better than : 14.57 vs. IVOCX (-0.88).
| 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 | 15 years | - |
| Gain YTD | 11.509 | 15.855 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 23.8B | 3% |
| Annual Yield % from dividends | 1.60 | 0.34 | 478% |
| Returns for 1 year | -3.78 | 6.12 | -62% |
| Returns for 3 years | 11.23 | 22.74 | 49% |
| Returns for 5 years | -0.88 | 14.57 | -6% |
| Returns for 10 years | 67.20 | 54.80 | 123% |
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