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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVOSX (655M). IVOSX pays higher dividends than JVMRX: IVOSX (2.59) vs JVMRX (0.74). IVOSX was incepted earlier than JVMRX: IVOSX (12 years) vs JVMRX (15 years). IVOSX (0.94) 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 : 2.46 vs. IVOSX (-5.47). JVMRX return over 5 years is better than : 16.49 vs. IVOSX (4.48).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 10.126 | 13.256 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.59 | 0.74 | 348% |
| Returns for 1 year | -5.47 | 2.46 | -222% |
| Returns for 3 years | 13.98 | 21.93 | 64% |
| Returns for 5 years | 4.48 | 16.49 | 27% |
| Returns for 10 years | 86.19 | 61.53 | 140% |
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