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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. IVOSX (719M). IVOSX pays higher dividends than JVMSX: IVOSX (2.61) vs JVMSX (0.34). 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 (22.00). IVOSX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 10.26 vs. IVOSX (2.85). JVMSX return over 5 years is better than : 16.56 vs. IVOSX (9.02).
| 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 | 16.314 | 18.125 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 24.4B | 3% |
| Annual Yield % from dividends | 2.61 | 0.34 | 769% |
| Returns for 1 year | 2.85 | 10.26 | 28% |
| Returns for 3 years | 17.15 | 25.58 | 67% |
| Returns for 5 years | 9.02 | 16.56 | 54% |
| Returns for 10 years | 88.86 | 60.97 | 146% |
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