Interact to see
Advertisement
Advertisement
IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
IVOYX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOYX vs. JVMRX commentary
Sep 22, 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: 23.3B vs. IVOYX (655M). IVOYX pays higher dividends than JVMRX: IVOYX (2.30) vs JVMRX (0.74). IVOYX was incepted earlier than JVMRX: IVOYX (12 years) vs JVMRX (15 years). IVOYX (1.29) 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 : 2.92 vs. IVOYX (-6.35). JVMRX return over 5 years is better than : 15.79 vs. IVOYX (2.21).
| IVOYX | JVMRX | IVOYX / JVMRX | |
| Total Expense Ratio | 1.07 | 0.74 | 145% |
| Annual Report Gross Expense Ratio | 1.29 | 0.75 | 172% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 7.937 | 12.163 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.3B | 3% |
| Annual Yield % from dividends | 2.30 | 0.74 | 308% |
| Returns for 1 year | -6.35 | 2.92 | -218% |
| Returns for 3 years | 13.63 | 23.34 | 58% |
| Returns for 5 years | 2.21 | 15.79 | 14% |
| Returns for 10 years | 75.98 | 56.75 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement