Interact to see
Advertisement
Advertisement
IACIX vs JVMTX
IACIX vs JVMTX Comparison
Open Charts IACIX vs JVMTX
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 R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IACIX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IACIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. IACIX (276M). IACIX pays higher dividends than JVMTX: IACIX (1.69) vs JVMTX (0.67). 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 : 2.21 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. IACIX (25.87).
| 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 | -2.076 | 2.453 | -85% |
| 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 | 0.67 | 251% |
| Returns for 1 year | 2.21 | -3.01 | -73% |
| Returns for 3 years | -13.80 | 16.50 | -84% |
| Returns for 5 years | 25.87 | 51.48 | 50% |
| Returns for 10 years | -11.55 | 35.66 | -32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement