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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. IVOCX (708M). IVOCX pays higher dividends than JVMSX: IVOCX (1.65) vs JVMSX (0.35). 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: 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 : 6.34 vs. IVOCX (-2.31). JVMSX return over 5 years is better than : 12.99 vs. IVOCX (1.64).
| 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 | 9.727 | 12.340 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 23.4B | 3% |
| Annual Yield % from dividends | 1.65 | 0.35 | 473% |
| Returns for 1 year | -2.31 | 6.34 | -36% |
| Returns for 3 years | 5.29 | 15.79 | 34% |
| Returns for 5 years | 1.64 | 12.99 | 13% |
| Returns for 10 years | 66.33 | 54.06 | 123% |
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