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IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSX
IVOIX vs JVMSX Comparison Chart in %
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IVOIX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IVOIX (655M). IVOIX pays higher dividends than JVMSX: IVOIX (2.51) vs JVMSX (0.34). IVOIX was incepted earlier than JVMSX: IVOIX (12 years) vs JVMSX (15 years). JVMSX (1.25) is less costly to investors than IVOIX (1.04). JVMSX is a more actively managed with annual turnover of: 48.00 vs. IVOIX (22.00). IVOIX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 1.90 vs. IVOIX (-5.56). JVMSX return over 5 years is better than : 14.00 vs. IVOIX (4.13).
| IVOIX | JVMSX | IVOIX / JVMSX | |
| Total Expense Ratio | 0.82 | 1.24 | 66% |
| Annual Report Gross Expense Ratio | 1.04 | 1.25 | 83% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 10.075 | 12.852 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.51 | 0.34 | 748% |
| Returns for 1 year | -5.56 | 1.90 | -292% |
| Returns for 3 years | 13.65 | 19.98 | 68% |
| Returns for 5 years | 4.13 | 14.00 | 30% |
| Returns for 10 years | 85.48 | 55.68 | 154% |
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