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IASAX vs JVMRX
IASAX vs JVMRX Comparison
Open Charts IASAX vs JVMRX
VY® American Century Sm-Mid Cp Val A
Price$10.44
Change-$0.08 (-0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IASAX vs JVMRX Comparison Chart
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IASAX vs. JVMRX commentary
Sep 21, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IASAX (315M). IASAX pays higher dividends than JVMRX: IASAX (1.75) vs JVMRX (0.93). IASAX was incepted earlier than JVMRX: IASAX (22 years) vs JVMRX (13 years). IASAX is a more actively managed with annual turnover of: 46.00 vs. JVMRX (41.00). IASAX has a lower initial minimum investment than JVMRX: IASAX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 16.48 vs. IASAX (14.32). JVMRX return over 5 years is better than : 43.53 vs. IASAX (6.64).
| IASAX | JVMRX | IASAX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.199 | 10.234 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 23.4B | 1% |
| Annual Yield % from dividends | 1.75 | 0.93 | 187% |
| Returns for 1 year | 14.32 | 16.48 | 87% |
| Returns for 3 years | -18.25 | 10.98 | -166% |
| Returns for 5 years | 6.64 | 43.53 | 15% |
| Returns for 10 years | -11.94 | 61.39 | -19% |