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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Sep 12, 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 IVOIX is a Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVOIX (655M). IVOIX pays higher dividends than JVMRX: IVOIX (2.51) vs JVMRX (0.74). IVOIX was incepted earlier than JVMRX: IVOIX (12 years) vs JVMRX (15 years). IVOIX (1.04) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. IVOIX (22.00). IVOIX has a lower initial minimum investment than JVMRX: IVOIX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. IVOIX (-5.56). JVMRX return over 5 years is better than : 16.49 vs. IVOIX (4.13).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | 0.82 | 0.74 | 111% |
| Annual Report Gross Expense Ratio | 1.04 | 0.75 | 139% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 10.075 | 13.256 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.51 | 0.74 | 337% |
| Returns for 1 year | -5.56 | 2.46 | -226% |
| Returns for 3 years | 13.65 | 21.93 | 62% |
| Returns for 5 years | 4.13 | 16.49 | 25% |
| Returns for 10 years | 85.48 | 61.53 | 139% |
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