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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
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IVOSX (655M). IVOSX pays higher dividends than JVMSX: IVOSX (2.59) vs JVMSX (0.34). IVOSX was incepted earlier than JVMSX: IVOSX (12 years) vs JVMSX (15 years). JVMSX (1.25) is less costly to investors than IVOSX (0.94). 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 : 1.90 vs. IVOSX (-5.47). JVMSX return over 5 years is better than : 14.00 vs. IVOSX (4.48).
| IVOSX | JVMSX | IVOSX / JVMSX | |
| Total Expense Ratio | 0.73 | 1.24 | 59% |
| Annual Report Gross Expense Ratio | 0.94 | 1.25 | 75% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 10.126 | 12.852 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.2B | 3% |
| Annual Yield % from dividends | 2.59 | 0.34 | 772% |
| Returns for 1 year | -5.47 | 1.90 | -287% |
| Returns for 3 years | 13.98 | 19.98 | 70% |
| Returns for 5 years | 4.48 | 14.00 | 32% |
| Returns for 10 years | 86.19 | 55.68 | 155% |
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