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IASAX vs JVMAX
IASAX vs JVMAX Comparison
Open Charts IASAX vs JVMAX
VY® American Century Sm-Mid Cp Val A
Price$10.64
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
IASAX vs JVMAX Comparison Chart
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IASAX vs. JVMAX commentary
Nov 18, 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 IASAX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. IASAX (311M). IASAX pays higher dividends than JVMAX: IASAX (1.75) vs JVMAX (0.67). IASAX was incepted earlier than JVMAX: IASAX (23 years) vs JVMAX (27 years). IASAX is a more actively managed with annual turnover of: 46.00 vs. JVMAX (41.00). IASAX has a lower initial minimum investment than JVMAX: IASAX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 21.07 vs. IASAX (17.74). JVMAX return over 5 years is better than : 42.69 vs. IASAX (4.95).
| IASAX | JVMAX | IASAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.523 | 14.313 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 23.8B | 1% |
| Annual Yield % from dividends | 1.75 | 0.67 | 261% |
| Returns for 1 year | 17.74 | 21.07 | 84% |
| Returns for 3 years | -21.81 | 6.26 | -348% |
| Returns for 5 years | 4.95 | 42.69 | 12% |
| Returns for 10 years | -11.53 | 56.97 | -20% |
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