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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
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IVOSX (720M). IVOSX pays higher dividends than JVMSX: IVOSX (2.43) vs JVMSX (0.36). 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 : 9.90 vs. IVOSX (0.51). JVMSX return over 5 years is better than : 8.24 vs. IVOSX (4.08).
| 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 | 8.706 | 9.960 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 23.2B | 3% |
| Annual Yield % from dividends | 2.43 | 0.36 | 668% |
| Returns for 1 year | 0.51 | 9.90 | 5% |
| Returns for 3 years | 9.79 | 18.91 | 52% |
| Returns for 5 years | 4.08 | 8.24 | 50% |
| Returns for 10 years | 88.75 | 57.82 | 153% |
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