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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
Jun 29, 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 (716M). IVOYX pays higher dividends than JVMRX: IVOYX (2.11) vs JVMRX (0.81). 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 (27.00). 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 : 8.14 vs. IVOYX (0.54). JVMRX return over 5 years is better than : 11.33 vs. IVOYX (4.39).
| 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 | 8.823 | 10.670 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 23.2B | 3% |
| Annual Yield % from dividends | 2.11 | 0.81 | 261% |
| Returns for 1 year | 0.54 | 8.14 | 7% |
| Returns for 3 years | 9.16 | 21.13 | 43% |
| Returns for 5 years | 4.39 | 11.33 | 39% |
| Returns for 10 years | 87.74 | 69.46 | 126% |
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