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IVOSX vs JVMSX
IVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSX
IVOSX vs JVMSX Comparison Chart in %
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IVOSX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. IVOSX (725M). IVOSX pays higher dividends than JVMSX: IVOSX (2.68) vs JVMSX (0.35). IVOSX was incepted earlier than JVMSX: IVOSX (12 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IVOSX (0.92). JVMSX is a more actively managed with annual turnover of: 48.00 vs. IVOSX (27.00). IVOSX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 6.20 vs. IVOSX (-0.99). JVMSX return over 5 years is better than : 10.28 vs. IVOSX (6.77).
| IVOSX | JVMSX | IVOSX / JVMSX | |
| Total Expense Ratio | 0.73 | 1.24 | 59% |
| Annual Report Gross Expense Ratio | 0.92 | 1.25 | 74% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 10.483 | 11.681 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 23.4B | 3% |
| Annual Yield % from dividends | 2.68 | 0.35 | 766% |
| Returns for 1 year | -0.99 | 6.20 | -16% |
| Returns for 3 years | 10.29 | 18.23 | 56% |
| Returns for 5 years | 6.77 | 10.28 | 66% |
| Returns for 10 years | 88.25 | 58.83 | 150% |
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