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IACIX vs JVMAX
IACIX vs JVMAX Comparison
Open Charts IACIX vs JVMAX
VY® American Century Sm-Mid Cp Val I
Price$10.84
Change+$0.70 (+6.90%)
VolumeN/A
Net Assets251.11M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
IACIX vs JVMAX Comparison Chart
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IACIX vs. JVMAX commentary
Apr 11, 2025
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 IACIX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. IACIX (251M). IACIX pays higher dividends than JVMAX: IACIX (1.66) vs JVMAX (0.61). IACIX was incepted earlier than JVMAX: IACIX (23 years) vs JVMAX (28 years). IACIX (1.14) and JVMAX (1.13) have similar cost to investors . JVMAX (47.00) and IACIX (46.00) have comparable annual turnover. IACIX has a lower initial minimum investment than JVMAX: IACIX (0) vs JVMAX (1000). IACIX annual gain was more profitable for investors over the last year : -11.51 vs. JVMAX (-20.84). JVMAX return over 5 years is better than : 36.10 vs. IACIX (19.89).
| IACIX | JVMAX | IACIX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 1.14 | 1.13 | 101% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -12.284 | -13.336 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 18.5B | 1% |
| Annual Yield % from dividends | 1.66 | 0.61 | 270% |
| Returns for 1 year | -11.51 | -20.84 | 55% |
| Returns for 3 years | -30.01 | -13.99 | 215% |
| Returns for 5 years | 19.89 | 36.10 | 55% |
| Returns for 10 years | -20.61 | 11.67 | -177% |
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