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IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
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IVOIX vs JVMSX Comparison Chart in %
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IVOIX vs. JVMSX commentary
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.8B vs. IVOIX (711M). IVOIX pays higher dividends than JVMSX: IVOIX (2.34) vs JVMSX (0.36). IVOIX was incepted earlier than JVMSX: IVOIX (12 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IVOIX (1.02). JVMSX is a more actively managed with annual turnover of: 48.00 vs. IVOIX (27.00). IVOIX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 7.85 vs. IVOIX (0.98). JVMSX return over 5 years is better than : 11.44 vs. IVOIX (8.14).
| IVOIX | JVMSX | IVOIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.24 | 67% |
| Annual Report Gross Expense Ratio | 1.02 | 1.25 | 82% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.678 | 8.349 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 22.8B | 3% |
| Annual Yield % from dividends | 2.34 | 0.36 | 643% |
| Returns for 1 year | 0.98 | 7.85 | 13% |
| Returns for 3 years | 8.01 | 17.17 | 47% |
| Returns for 5 years | 8.14 | 11.44 | 71% |
| Returns for 10 years | 86.08 | 55.51 | 155% |
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