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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
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVOSX (720M). IVOSX pays higher dividends than JVMRX: IVOSX (2.43) vs JVMRX (0.81). 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 : 9.18 vs. IVOSX (0.51). JVMRX return over 5 years is better than : 9.35 vs. IVOSX (4.08).
| 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 | 8.706 | 10.197 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 23.2B | 3% |
| Annual Yield % from dividends | 2.43 | 0.81 | 301% |
| Returns for 1 year | 0.51 | 9.18 | 6% |
| Returns for 3 years | 9.79 | 21.32 | 46% |
| Returns for 5 years | 4.08 | 9.35 | 44% |
| Returns for 10 years | 88.75 | 64.00 | 139% |
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