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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
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IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Jul 26, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. IVOSX (699M). 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 (22.00). 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 : 7.53 vs. IVOSX (-2.32). JVMRX return over 5 years is better than : 16.81 vs. IVOSX (7.85).
| 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 | 11.257 | 13.693 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 23.6B | 3% |
| Annual Yield % from dividends | 2.68 | 0.78 | 345% |
| Returns for 1 year | -2.32 | 7.53 | -31% |
| Returns for 3 years | 9.49 | 18.34 | 52% |
| Returns for 5 years | 7.85 | 16.81 | 47% |
| Returns for 10 years | 82.91 | 60.58 | 137% |
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