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IACIX vs JVMTX
IACIX vs JVMTX Comparison
Open Charts IACIX vs JVMTX
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 R4
Price$27.24
Change-$0.60 (-2.16%)
VolumeN/A
Net Assets21.79B
IACIX vs JVMTX Comparison Chart
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IACIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.8B vs. IACIX (282M). IACIX pays higher dividends than JVMTX: IACIX (1.73) vs JVMTX (0.71). IACIX was incepted earlier than JVMTX: IACIX (23 years) vs JVMTX (12 years). IACIX (1.13) and JVMTX (1.11) have similar cost to investors . IACIX is a more actively managed with annual turnover of: 51.00 vs. JVMTX (47.00). IACIX (0) and JVMTX (0) have matching initial minimum investment requirements. IACIX annual gain was more profitable for investors over the last year : 0.80 vs. JVMTX (-4.36). JVMTX return over 5 years is better than : 61.31 vs. IACIX (35.49).
| IACIX | JVMTX | IACIX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.11 | 102% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 0.000 | 3.456 | - |
| 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 | 0.71 | 244% |
| Returns for 1 year | 0.80 | -4.36 | -18% |
| Returns for 3 years | -15.33 | 12.71 | -121% |
| Returns for 5 years | 35.49 | 61.31 | 58% |
| Returns for 10 years | -9.43 | 35.64 | -26% |
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