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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
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IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. IVOIX (700M). IVOIX pays higher dividends than JVMRX: IVOIX (2.53) vs JVMRX (0.75). IVOIX was incepted earlier than JVMRX: IVOIX (12 years) vs JVMRX (15 years). IVOIX (1.02) 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 : 8.86 vs. IVOIX (0.93). JVMRX return over 5 years is better than : 16.31 vs. IVOIX (7.13).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.74 | 112% |
| Annual Report Gross Expense Ratio | 1.02 | 0.75 | 136% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 12.038 | 14.348 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 23.6B | 3% |
| Annual Yield % from dividends | 2.53 | 0.75 | 336% |
| Returns for 1 year | 0.93 | 8.86 | 11% |
| Returns for 3 years | 8.62 | 19.29 | 45% |
| Returns for 5 years | 7.13 | 16.31 | 44% |
| Returns for 10 years | 85.45 | 63.73 | 134% |
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