Interact to see
Advertisement
Advertisement
IVOYX vs JVMSX
IVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSX
IVOYX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOYX vs. JVMSX commentary
Aug 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: 24B vs. IVOYX (703M). IVOYX pays higher dividends than JVMSX: IVOYX (2.31) vs JVMSX (0.34). IVOYX was incepted earlier than JVMSX: IVOYX (12 years) vs JVMSX (14 years). IVOYX (1.27) 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 : 9.15 vs. IVOYX (0.58). JVMSX return over 5 years is better than : 17.48 vs. IVOYX (7.24).
| IVOYX | JVMSX | IVOYX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.27 | 1.25 | 102% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 14.193 | 16.258 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 24B | 3% |
| Annual Yield % from dividends | 2.31 | 0.34 | 680% |
| Returns for 1 year | 0.58 | 9.15 | 6% |
| Returns for 3 years | 16.44 | 25.04 | 66% |
| Returns for 5 years | 7.24 | 17.48 | 41% |
| Returns for 10 years | 81.02 | 57.74 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers