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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 04, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. IVOYX (712M). 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: 49.00 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 : 7.17 vs. IVOYX (0.67). JVMRX return over 5 years is better than : 5.11 vs. IVOYX (1.00).
| 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 | 6.210 | 6.227 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 22.5B | 3% |
| Annual Yield % from dividends | 2.11 | 0.81 | 261% |
| Returns for 1 year | 0.67 | 7.17 | 9% |
| Returns for 3 years | 10.08 | 20.52 | 49% |
| Returns for 5 years | 1.00 | 5.11 | 20% |
| Returns for 10 years | 77.48 | 54.85 | 141% |
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