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IVORX vs JVMSX
IVORX vs JVMSX Comparison
Open Charts IVORX vs JVMSX
IVORX vs JVMSX Comparison Chart in %
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IVORX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. IVORX (720M). IVORX pays higher dividends than JVMSX: IVORX (2.15) vs JVMSX (0.35). IVORX was incepted earlier than JVMSX: IVORX (12 years) vs JVMSX (14 years). IVORX (1.52) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 48.00 vs. IVORX (22.00). IVORX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 5.76 vs. IVORX (-1.63). JVMSX return over 5 years is better than : 11.93 vs. IVORX (3.80).
| IVORX | JVMSX | IVORX / JVMSX | |
| Total Expense Ratio | 1.33 | 1.24 | 107% |
| Annual Report Gross Expense Ratio | 1.52 | 1.25 | 122% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 9.936 | 11.534 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 23.3B | 3% |
| Annual Yield % from dividends | 2.15 | 0.35 | 615% |
| Returns for 1 year | -1.63 | 5.76 | -28% |
| Returns for 3 years | 7.18 | 16.25 | 44% |
| Returns for 5 years | 3.80 | 11.93 | 32% |
| Returns for 10 years | 72.96 | 53.94 | 135% |
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