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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$12.26
Change+$0.12 (+0.99%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
IACIX vs JVMTX Comparison Chart
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IACIX vs. JVMTX commentary
Nov 25, 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
JVMTX has more cash in the bank: 24.4B vs. IACIX (319M). 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 : 23.11 vs. IACIX (20.66). JVMTX return over 5 years is better than : 48.93 vs. IACIX (15.06).
| 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 | 11.289 | 17.666 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 24.4B | 1% |
| Annual Yield % from dividends | 2.07 | 0.73 | 285% |
| Returns for 1 year | 20.66 | 23.11 | 89% |
| Returns for 3 years | -15.44 | 11.08 | -139% |
| Returns for 5 years | 15.06 | 48.93 | 31% |
| Returns for 10 years | 0.80 | 64.00 | 1% |
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