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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. IVOIX (700M). IVOIX pays higher dividends than JVMSX: IVOIX (2.53) vs JVMSX (0.34). 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 (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 : 8.28 vs. IVOIX (0.93). JVMSX return over 5 years is better than : 13.82 vs. IVOIX (7.13).
| 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 | 12.038 | 13.988 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 23.6B | 3% |
| Annual Yield % from dividends | 2.53 | 0.34 | 744% |
| Returns for 1 year | 0.93 | 8.28 | 11% |
| Returns for 3 years | 8.62 | 17.35 | 50% |
| Returns for 5 years | 7.13 | 13.82 | 52% |
| Returns for 10 years | 85.45 | 57.71 | 148% |
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