Interact to see
Advertisement
Advertisement
IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
IVOCX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. JVMSX commentary
Aug 15, 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: 24.3B vs. IVOCX (718M). IVOCX pays higher dividends than JVMSX: IVOCX (1.62) vs JVMSX (0.34). 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 : 8.78 vs. IVOCX (0.41). JVMSX return over 5 years is better than : 16.02 vs. IVOCX (2.70).
| 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 | 15.071 | 17.576 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 24.3B | 3% |
| Annual Yield % from dividends | 1.62 | 0.34 | 475% |
| Returns for 1 year | 0.41 | 8.78 | 5% |
| Returns for 3 years | 10.97 | 23.15 | 47% |
| Returns for 5 years | 2.70 | 16.02 | 17% |
| Returns for 10 years | 70.41 | 58.84 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement