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IACIX vs JVMSX
IACIX vs JVMSX Comparison
Open Charts IACIX vs JVMSX
VY® American Century Sm-Mid Cp Val I
Price$11.29
Change-$0.27 (-2.34%)
VolumeN/A
Net Assets282.45M
JHancock Disciplined Value Mid Cap R2
Price$27.10
Change-$0.60 (-2.17%)
VolumeN/A
Net Assets21.79B
IACIX vs JVMSX Comparison Chart
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IACIX vs. JVMSX commentary
May 23, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.8B vs. IACIX (282M). IACIX pays higher dividends than JVMSX: IACIX (1.73) vs JVMSX (0.46). IACIX was incepted earlier than JVMSX: IACIX (23 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than IACIX (1.13). IACIX is a more actively managed with annual turnover of: 51.00 vs. JVMSX (47.00). IACIX (0) and JVMSX (0) have matching initial minimum investment requirements. IACIX annual gain was more profitable for investors over the last year : 0.80 vs. JVMSX (-4.65). JVMSX return over 5 years is better than : 59.83 vs. IACIX (35.49).
| IACIX | JVMSX | IACIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 1.13 | 1.26 | 90% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 0.000 | 3.320 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 21.8B | 1% |
| Annual Yield % from dividends | 1.73 | 0.46 | 378% |
| Returns for 1 year | 0.80 | -4.65 | -17% |
| Returns for 3 years | -15.33 | 12.07 | -127% |
| Returns for 5 years | 35.49 | 59.83 | 59% |
| Returns for 10 years | -9.43 | 33.35 | -28% |
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