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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Jul 06, 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 IVOSX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IVOSX (725M). IVOSX pays higher dividends than JVMRX: IVOSX (2.68) vs JVMRX (0.78). IVOSX was incepted earlier than JVMRX: IVOSX (12 years) vs JVMRX (15 years). IVOSX (0.92) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. IVOSX (27.00). IVOSX has a lower initial minimum investment than JVMRX: IVOSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 6.79 vs. IVOSX (-0.99). JVMRX return over 5 years is better than : 12.69 vs. IVOSX (6.77).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 10.483 | 11.981 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 23.4B | 3% |
| Annual Yield % from dividends | 2.68 | 0.78 | 345% |
| Returns for 1 year | -0.99 | 6.79 | -15% |
| Returns for 3 years | 10.29 | 20.15 | 51% |
| Returns for 5 years | 6.77 | 12.69 | 53% |
| Returns for 10 years | 88.25 | 64.88 | 136% |
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