Ad is loading...
IACIX vs JVMTX
IACIX vs JVMTX Comparison
Open Charts IACIX vs JVMTX
VY® American Century Sm-Mid Cp Val I
Price$12.02
Change-$0.09 (-0.74%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.10 (-0.31%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IACIX vs JVMTX Comparison Chart
Loading...
IACIX vs. JVMTX commentary
Nov 08, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
IACIX pays higher dividends than JVMTX: IACIX (2.07) vs JVMTX (0.73). IACIX was incepted earlier than JVMTX: IACIX (23 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 : 27.21 vs. IACIX (24.49). JVMTX return over 5 years is better than : 47.88 vs. IACIX (13.06).
| IACIX | JVMTX | IACIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.927 | 16.459 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 2.07 | 0.73 | 285% |
| Returns for 1 year | 24.49 | 27.21 | 90% |
| Returns for 3 years | -16.42 | 9.27 | -177% |
| Returns for 5 years | 13.06 | 47.88 | 27% |
| Returns for 10 years | 0.63 | 63.93 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...