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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
Jun 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. IVORX (712M). IVORX pays higher dividends than JVMSX: IVORX (1.90) vs JVMSX (0.36). 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: 49.00 vs. IVORX (27.00). IVORX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 6.60 vs. IVORX (0.31). JVMSX return over 5 years is better than : 2.88 vs. IVORX (-0.53).
| 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 | 6.136 | 6.005 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 22.5B | 3% |
| Annual Yield % from dividends | 1.90 | 0.36 | 522% |
| Returns for 1 year | 0.31 | 6.60 | 5% |
| Returns for 3 years | 9.10 | 18.57 | 49% |
| Returns for 5 years | -0.53 | 2.88 | -19% |
| Returns for 10 years | 72.99 | 49.24 | 148% |
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