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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
IVORX vs JVMRX Comparison Chart in %
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IVORX vs. JVMRX commentary
Jun 24, 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 IVORX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. IVORX (708M). IVORX pays higher dividends than JVMRX: IVORX (1.90) vs JVMRX (0.81). IVORX was incepted earlier than JVMRX: IVORX (12 years) vs JVMRX (15 years). IVORX (1.52) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. IVORX (27.00). IVORX has a lower initial minimum investment than JVMRX: IVORX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.08 vs. IVORX (1.02). JVMRX return over 5 years is better than : 11.43 vs. IVORX (3.79).
| IVORX | JVMRX | IVORX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.74 | 180% |
| Annual Report Gross Expense Ratio | 1.52 | 0.75 | 203% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 8.144 | 8.922 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 22.9B | 3% |
| Annual Yield % from dividends | 1.90 | 0.81 | 235% |
| Returns for 1 year | 1.02 | 8.08 | 13% |
| Returns for 3 years | 10.10 | 21.91 | 46% |
| Returns for 5 years | 3.79 | 11.43 | 33% |
| Returns for 10 years | 80.02 | 65.14 | 123% |
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