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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$9.44
Change+$0.13 (+1.40%)
VolumeN/A
Net Assets258.39M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
IASAX vs JVMAX Comparison Chart
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IASAX vs. JVMAX commentary
Apr 12, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. IASAX (258M). IASAX pays higher dividends than JVMAX: IASAX (1.36) vs JVMAX (0.61). IASAX was incepted earlier than JVMAX: IASAX (23 years) vs JVMAX (28 years). IASAX (1.64) is less costly to investors than JVMAX (1.13). JVMAX (47.00) and IASAX (46.00) have comparable annual turnover. 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 : -7.39 vs. JVMAX (-15.78). JVMAX return over 5 years is better than : 41.84 vs. IASAX (16.61).
| IASAX | JVMAX | IASAX / JVMAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.64 | 1.13 | 145% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -9.612 | -9.677 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 19.2B | 1% |
| Annual Yield % from dividends | 1.36 | 0.61 | 221% |
| Returns for 1 year | -7.39 | -15.78 | 47% |
| Returns for 3 years | -30.95 | -9.52 | 325% |
| Returns for 5 years | 16.61 | 41.84 | 40% |
| Returns for 10 years | -26.77 | 16.95 | -158% |
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