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IVOYX vs JVMSX
IVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSX
IVOYX vs JVMSX Comparison Chart in %
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IVOYX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. IVOYX (655M). IVOYX pays higher dividends than JVMSX: IVOYX (2.30) vs JVMSX (0.34). IVOYX was incepted earlier than JVMSX: IVOYX (12 years) vs JVMSX (15 years). IVOYX (1.29) and JVMSX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 48.00 vs. IVOYX (22.00). IVOYX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.39 vs. IVOYX (-6.35). JVMSX return over 5 years is better than : 13.34 vs. IVOYX (2.21).
| IVOYX | JVMSX | IVOYX / JVMSX | |
| Total Expense Ratio | 1.07 | 1.24 | 86% |
| Annual Report Gross Expense Ratio | 1.29 | 1.25 | 103% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 7.937 | 11.754 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 23.3B | 3% |
| Annual Yield % from dividends | 2.30 | 0.34 | 684% |
| Returns for 1 year | -6.35 | 2.39 | -265% |
| Returns for 3 years | 13.63 | 21.37 | 64% |
| Returns for 5 years | 2.21 | 13.34 | 17% |
| Returns for 10 years | 75.98 | 51.04 | 149% |
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