Ad is loading...
IASAX vs JVMAX
IASAX vs JVMAX Comparison
Open Charts IASAX vs JVMAX
VY® American Century Sm-Mid Cp Val A
Price$10.72
Change+$0.11 (+1.04%)
VolumeN/A
Net Assets302.77M
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
IASAX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IASAX vs. JVMAX commentary
Jan 31, 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 IASAX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IASAX (303M). IASAX pays higher dividends than JVMAX: IASAX (1.75) vs JVMAX (0.67). IASAX was incepted earlier than JVMAX: IASAX (23 years) vs JVMAX (28 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). IASAX annual gain was more profitable for investors over the last year : 9.51 vs. JVMAX (3.68). JVMAX return over 5 years is better than : 28.55 vs. IASAX (5.24).
| IASAX | JVMAX | IASAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.010 | 3.659 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 23.1B | 1% |
| Annual Yield % from dividends | 1.75 | 0.67 | 261% |
| Returns for 1 year | 9.51 | 3.68 | 259% |
| Returns for 3 years | -20.74 | 3.11 | -666% |
| Returns for 5 years | 5.24 | 28.55 | 18% |
| Returns for 10 years | -12.62 | 41.55 | -30% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ADRRX | 20.16 | 0.02 | +0.10% |
| American Century Disciplined Growth R | |||
| TMLAX | 9.24 | N/A | N/A |
| Transamerica Energy Infrastructure A | |||
| MOPPX | 10.38 | N/A | N/A |
| Mercator International Opportunity Instl | |||
| ESPNX | 40.80 | N/A | N/A |
| Allspring Special Small Cap Value Inst | |||
| VEIGX | 37.22 | N/A | N/A |
| Vanguard Global ESG Select Stk Investor | |||