Interact to see
Advertisement
Advertisement
IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
IVOSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. JVMRX commentary
Aug 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. IVOSX (719M). IVOSX pays higher dividends than JVMRX: IVOSX (2.61) vs JVMRX (0.75). 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 : 10.90 vs. IVOSX (2.85). JVMRX return over 5 years is better than : 19.12 vs. IVOSX (9.02).
| 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 | 16.314 | 18.536 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 24.4B | 3% |
| Annual Yield % from dividends | 2.61 | 0.75 | 347% |
| Returns for 1 year | 2.85 | 10.90 | 26% |
| Returns for 3 years | 17.15 | 27.67 | 62% |
| Returns for 5 years | 9.02 | 19.12 | 47% |
| Returns for 10 years | 88.86 | 67.10 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement