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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$11.32
Change-$0.18 (-1.57%)
VolumeN/A
Net Assets275.72M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IACIX vs JVMSX Comparison Chart
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IACIX vs. JVMSX commentary
Jun 15, 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: 21.5B vs. IACIX (276M). IACIX pays higher dividends than JVMSX: IACIX (1.69) vs JVMSX (0.43). 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 : 2.21 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IACIX (25.87).
| 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 | -2.076 | 2.313 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.5B | 1% |
| Annual Yield % from dividends | 1.69 | 0.43 | 390% |
| Returns for 1 year | 2.21 | -3.29 | -67% |
| Returns for 3 years | -13.80 | 15.80 | -87% |
| Returns for 5 years | 25.87 | 50.13 | 52% |
| Returns for 10 years | -11.55 | 33.43 | -35% |
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