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IASAX vs JVMSX
IASAX vs JVMSX Comparison
Open Charts IASAX vs JVMSX
VY® American Century Sm-Mid Cp Val A
Price$9.95
Change+$0.10 (+1.02%)
VolumeN/A
Net Assets271.38M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
IASAX vs JVMSX Comparison Chart
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IASAX vs. JVMSX commentary
May 09, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. IASAX (271M). IASAX pays higher dividends than JVMSX: IASAX (1.42) vs JVMSX (0.46). IASAX was incepted earlier than JVMSX: IASAX (23 years) vs JVMSX (13 years). IASAX (1.64) is less costly to investors than JVMSX (1.26). IASAX is a more actively managed with annual turnover of: 51.00 vs. JVMSX (47.00). IASAX (0) and JVMSX (0) have matching initial minimum investment requirements. IASAX annual gain was more profitable for investors over the last year : -2.88 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. IASAX (22.65).
| IASAX | JVMSX | IASAX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.25 | 108% |
| Annual Report Gross Expense Ratio | 1.64 | 1.26 | 130% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -4.369 | -2.424 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 20.6B | 1% |
| Annual Yield % from dividends | 1.42 | 0.46 | 309% |
| Returns for 1 year | -2.88 | -8.45 | 34% |
| Returns for 3 years | -23.74 | 4.66 | -509% |
| Returns for 5 years | 22.65 | 50.94 | 44% |
| Returns for 10 years | -21.36 | 27.80 | -77% |
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