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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
Aug 03, 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: 23.6B vs. IVORX (700M). IVORX pays higher dividends than JVMRX: IVORX (2.10) vs JVMRX (0.75). 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 : 8.86 vs. IVORX (0.33). JVMRX return over 5 years is better than : 16.31 vs. IVORX (4.18).
| 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 | 11.660 | 14.348 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 23.6B | 3% |
| Annual Yield % from dividends | 2.10 | 0.75 | 279% |
| Returns for 1 year | 0.33 | 8.86 | 4% |
| Returns for 3 years | 6.92 | 19.29 | 36% |
| Returns for 5 years | 4.18 | 16.31 | 26% |
| Returns for 10 years | 76.27 | 63.73 | 120% |
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