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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
Jun 29, 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 (716M). IVOYX pays higher dividends than JVMSX: IVOYX (2.11) vs JVMSX (0.36). 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 (27.00). IVOYX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 7.55 vs. IVOYX (0.54). JVMSX return over 5 years is better than : 8.98 vs. IVOYX (4.39).
| 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 | 8.823 | 10.399 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 23.2B | 3% |
| Annual Yield % from dividends | 2.11 | 0.36 | 580% |
| Returns for 1 year | 0.54 | 7.55 | 7% |
| Returns for 3 years | 9.16 | 19.20 | 48% |
| Returns for 5 years | 4.39 | 8.98 | 49% |
| Returns for 10 years | 87.74 | 63.30 | 139% |
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