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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
Jul 10, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. IVOIX (712M). IVOIX pays higher dividends than JVMRX: IVOIX (2.59) vs JVMRX (0.78). 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 (27.00). 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 : 5.03 vs. IVOIX (-1.89). JVMRX return over 5 years is better than : 11.76 vs. IVOIX (5.00).
| 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 | 9.302 | 10.706 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 23.1B | 3% |
| Annual Yield % from dividends | 2.59 | 0.78 | 334% |
| Returns for 1 year | -1.89 | 5.03 | -38% |
| Returns for 3 years | 9.46 | 18.65 | 51% |
| Returns for 5 years | 5.00 | 11.76 | 43% |
| Returns for 10 years | 82.61 | 60.25 | 137% |
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