Interact to see
Advertisement
Advertisement
IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSX
IVOIX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOIX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. IVOIX (712M). IVOIX pays higher dividends than JVMSX: IVOIX (2.59) vs JVMSX (0.35). 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 : 4.47 vs. IVOIX (-1.89). JVMSX return over 5 years is better than : 9.37 vs. IVOIX (5.00).
| 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 | 9.302 | 10.399 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 23.1B | 3% |
| Annual Yield % from dividends | 2.59 | 0.35 | 741% |
| Returns for 1 year | -1.89 | 4.47 | -42% |
| Returns for 3 years | 9.46 | 16.74 | 56% |
| Returns for 5 years | 5.00 | 9.37 | 53% |
| Returns for 10 years | 82.61 | 54.42 | 152% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement