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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$10.84
Change+$0.70 (+6.90%)
VolumeN/A
Net Assets251.11M
JHancock Disciplined Value Mid Cap R4
Price$25.14
Change+$1.81 (+7.76%)
VolumeN/A
Net Assets18.48B
IACIX vs JVMTX Comparison Chart
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IACIX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 18.5B vs. IACIX (251M). IACIX pays higher dividends than JVMTX: IACIX (1.66) vs JVMTX (0.69). IACIX was incepted earlier than JVMTX: IACIX (23 years) vs JVMTX (12 years). IACIX (1.14) and JVMTX (1.11) have similar cost to investors . JVMTX (47.00) and IACIX (46.00) have comparable annual turnover. IACIX (0) and JVMTX (0) have matching initial minimum investment requirements. IACIX annual gain was more profitable for investors over the last year : -11.51 vs. JVMTX (-20.32). JVMTX return over 5 years is better than : 38.41 vs. IACIX (19.89).
| IACIX | JVMTX | IACIX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -12.284 | -13.304 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 18.5B | 1% |
| Annual Yield % from dividends | 1.66 | 0.69 | 239% |
| Returns for 1 year | -11.51 | -20.32 | 57% |
| Returns for 3 years | -30.01 | -12.95 | 232% |
| Returns for 5 years | 19.89 | 38.41 | 52% |
| Returns for 10 years | -20.61 | 15.07 | -137% |
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