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IACIX vs JVMRX
IACIX vs JVMRX Comparison
Open Charts IACIX vs JVMRX
VY® American Century Sm-Mid Cp Val I
Price$11.17
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets282.05M
JHancock Disciplined Value Mid Cap R6
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
IACIX vs JVMRX Comparison Chart in %
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IACIX vs. JVMRX commentary
Oct 06, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. IACIX (282M). IACIX pays higher dividends than JVMRX: IACIX (2.00) vs JVMRX (0.84). IACIX was incepted earlier than JVMRX: IACIX (23 years) vs JVMRX (14 years). IACIX (1.13) is less costly to investors than JVMRX (0.75). IACIX (51.00) and JVMRX (49.00) have comparable annual turnover. IACIX has a lower initial minimum investment than JVMRX: IACIX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.14 vs. IACIX (-1.52). JVMRX return over 5 years is better than : 57.63 vs. IACIX (19.84).
| IACIX | JVMRX | IACIX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 1.13 | 0.75 | 151% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -1.345 | 12.361 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 24.4B | 1% |
| Annual Yield % from dividends | 2.00 | 0.84 | 240% |
| Returns for 1 year | -1.52 | 0.14 | -1,076% |
| Returns for 3 years | 5.52 | 27.08 | 20% |
| Returns for 5 years | 19.84 | 57.63 | 34% |
| Returns for 10 years | 16.30 | 59.97 | 27% |
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