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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
Jul 14, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. IVORX (720M). IVORX pays higher dividends than JVMRX: IVORX (2.15) vs JVMRX (0.78). 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 (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 : 6.32 vs. IVORX (-1.63). JVMRX return over 5 years is better than : 14.37 vs. IVORX (3.80).
| 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 | 9.936 | 11.835 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 23.3B | 3% |
| Annual Yield % from dividends | 2.15 | 0.78 | 277% |
| Returns for 1 year | -1.63 | 6.32 | -26% |
| Returns for 3 years | 7.18 | 18.15 | 40% |
| Returns for 5 years | 3.80 | 14.37 | 26% |
| Returns for 10 years | 72.96 | 59.74 | 122% |
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