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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
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 IVORX is a Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVORX (655M). IVORX pays higher dividends than JVMRX: IVORX (2.09) vs JVMRX (0.74). IVORX was incepted earlier than JVMRX: IVORX (12 years) vs JVMRX (15 years). IVORX (1.54) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. IVORX (22.00). 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 : 2.46 vs. IVORX (-6.04). JVMRX return over 5 years is better than : 16.49 vs. IVORX (1.30).
| IVORX | JVMRX | IVORX / JVMRX | |
| Total Expense Ratio | 1.32 | 0.74 | 178% |
| Annual Report Gross Expense Ratio | 1.54 | 0.75 | 205% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 9.698 | 13.256 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.09 | 0.74 | 280% |
| Returns for 1 year | -6.04 | 2.46 | -245% |
| Returns for 3 years | 11.94 | 21.93 | 54% |
| Returns for 5 years | 1.30 | 16.49 | 8% |
| Returns for 10 years | 76.61 | 61.53 | 125% |
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