Interact to see
Advertisement
Advertisement
IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
IVOIX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOIX vs. JVMRX commentary
Aug 23, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. IVOIX (704M). 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 : 10.74 vs. IVOIX (1.39). JVMRX return over 5 years is better than : 20.84 vs. IVOIX (9.13).
| 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 | 14.952 | 17.444 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 24.1B | 3% |
| Annual Yield % from dividends | 2.53 | 0.75 | 336% |
| Returns for 1 year | 1.39 | 10.74 | 13% |
| Returns for 3 years | 18.48 | 28.30 | 65% |
| Returns for 5 years | 9.13 | 20.84 | 44% |
| Returns for 10 years | 85.88 | 64.05 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers