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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
Jul 25, 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: 23.2B vs. IVOYX (694M). IVOYX pays higher dividends than JVMSX: IVOYX (2.37) vs JVMSX (0.35). 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 : 5.46 vs. IVOYX (-4.23). JVMSX return over 5 years is better than : 12.76 vs. IVOYX (4.40).
| 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 | 9.177 | 11.791 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 23.2B | 3% |
| Annual Yield % from dividends | 2.37 | 0.35 | 677% |
| Returns for 1 year | -4.23 | 5.46 | -77% |
| Returns for 3 years | 6.66 | 14.83 | 45% |
| Returns for 5 years | 4.40 | 12.76 | 34% |
| Returns for 10 years | 74.95 | 52.56 | 143% |
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