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IASAX vs JVMTX
IASAX vs JVMTX Comparison
Open Charts IASAX vs JVMTX
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 R4
Price$24.69
Change+$0.38 (+1.56%)
VolumeN/A
Net Assets19.24B
IASAX vs JVMTX Comparison Chart
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IASAX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.2B vs. IASAX (258M). IASAX pays higher dividends than JVMTX: IASAX (1.36) vs JVMTX (0.69). IASAX was incepted earlier than JVMTX: IASAX (23 years) vs JVMTX (12 years). IASAX (1.64) is less costly to investors than JVMTX (1.11). JVMTX (47.00) and IASAX (46.00) have comparable annual turnover. IASAX (0) and JVMTX (0) have matching initial minimum investment requirements. IASAX annual gain was more profitable for investors over the last year : -7.39 vs. JVMTX (-15.21). JVMTX return over 5 years is better than : 44.22 vs. IASAX (16.61).
| IASAX | JVMTX | IASAX / JVMTX | |
| Total Expense Ratio | 1.35 | 1.00 | 135% |
| Annual Report Gross Expense Ratio | 1.64 | 1.11 | 148% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -9.612 | -9.662 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 19.2B | 1% |
| Annual Yield % from dividends | 1.36 | 0.69 | 196% |
| Returns for 1 year | -7.39 | -15.21 | 49% |
| Returns for 3 years | -30.95 | -8.45 | 366% |
| Returns for 5 years | 16.61 | 44.22 | 38% |
| Returns for 10 years | -26.77 | 20.48 | -131% |
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