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IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
IVOYX vs JVMRX Comparison Chart in %
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IVOYX vs. JVMRX commentary
Jul 25, 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 IVOYX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVOYX (694M). IVOYX pays higher dividends than JVMRX: IVOYX (2.37) vs JVMRX (0.78). IVOYX was incepted earlier than JVMRX: IVOYX (12 years) vs JVMRX (15 years). IVOYX (1.27) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. IVOYX (22.00). IVOYX has a lower initial minimum investment than JVMRX: IVOYX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 6.05 vs. IVOYX (-4.23). JVMRX return over 5 years is better than : 15.20 vs. IVOYX (4.40).
| IVOYX | JVMRX | IVOYX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.75 | 169% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 9.177 | 12.127 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 23.2B | 3% |
| Annual Yield % from dividends | 2.37 | 0.78 | 305% |
| Returns for 1 year | -4.23 | 6.05 | -70% |
| Returns for 3 years | 6.66 | 16.71 | 40% |
| Returns for 5 years | 4.40 | 15.20 | 29% |
| Returns for 10 years | 74.95 | 58.37 | 128% |
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