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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$9.44
Change-$0.04 (-0.42%)
VolumeN/A
Net Assets279.73M
JHancock Disciplined Value Mid Cap R2
Price$28.84
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets23.06B
IASAX vs JVMSX Comparison Chart in %
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IASAX vs. JVMSX commentary
Aug 07, 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: 23.1B vs. IASAX (280M). IASAX pays higher dividends than JVMSX: IASAX (1.33) vs JVMSX (0.41). IASAX was incepted earlier than JVMSX: IASAX (23 years) vs JVMSX (13 years). IASAX (1.63) is less costly to investors than JVMSX (1.26). IASAX (51.00) and JVMSX (49.00) have comparable annual turnover. IASAX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 3.12 vs. IASAX (-1.74). JVMSX return over 5 years is better than : 49.55 vs. IASAX (5.85).
| IASAX | JVMSX | IASAX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.25 | 108% |
| Annual Report Gross Expense Ratio | 1.63 | 1.26 | 129% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -6.323 | 7.870 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 23.1B | 1% |
| Annual Yield % from dividends | 1.33 | 0.41 | 324% |
| Returns for 1 year | -1.74 | 3.12 | -56% |
| Returns for 3 years | -9.03 | 15.57 | -58% |
| Returns for 5 years | 5.85 | 49.55 | 12% |
| Returns for 10 years | -3.60 | 42.72 | -8% |
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