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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$11.71
Change-$0.09 (-0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IACIX vs JVMTX Comparison Chart
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IACIX vs. JVMTX commentary
Sep 21, 2024
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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IACIX (315M). IACIX pays higher dividends than JVMTX: IACIX (2.07) vs JVMTX (0.73). IACIX was incepted earlier than JVMTX: IACIX (22 years) vs JVMTX (11 years). IACIX is a more actively managed with annual turnover of: 46.00 vs. JVMTX (41.00). IACIX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 16.17 vs. IACIX (15.30). JVMTX return over 5 years is better than : 42.36 vs. IACIX (13.05).
| IACIX | JVMTX | IACIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 5.933 | 10.022 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 23.4B | 1% |
| Annual Yield % from dividends | 2.07 | 0.73 | 285% |
| Returns for 1 year | 15.30 | 16.17 | 95% |
| Returns for 3 years | -14.23 | 10.42 | -137% |
| Returns for 5 years | 13.05 | 42.36 | 31% |
| Returns for 10 years | -1.34 | 58.91 | -2% |
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