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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
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IVORX (655M). IVORX pays higher dividends than JVMSX: IVORX (2.09) vs JVMSX (0.34). IVORX was incepted earlier than JVMSX: IVORX (12 years) vs JVMSX (15 years). IVORX (1.54) 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 : 1.90 vs. IVORX (-6.04). JVMSX return over 5 years is better than : 14.00 vs. IVORX (1.30).
| IVORX | JVMSX | IVORX / JVMSX | |
| Total Expense Ratio | 1.32 | 1.24 | 106% |
| Annual Report Gross Expense Ratio | 1.54 | 1.25 | 123% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 9.698 | 12.852 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.09 | 0.34 | 621% |
| Returns for 1 year | -6.04 | 1.90 | -317% |
| Returns for 3 years | 11.94 | 19.98 | 60% |
| Returns for 5 years | 1.30 | 14.00 | 9% |
| Returns for 10 years | 76.61 | 55.68 | 138% |
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