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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$10.44
Change-$0.08 (-0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IASAX vs JVMTX Comparison Chart
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IASAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IASAX (315M). IASAX pays higher dividends than JVMTX: IASAX (1.75) vs JVMTX (0.73). IASAX was incepted earlier than JVMTX: IASAX (22 years) vs JVMTX (11 years). IASAX is a more actively managed with annual turnover of: 46.00 vs. JVMTX (41.00). IASAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 16.17 vs. IASAX (14.32). JVMTX return over 5 years is better than : 42.36 vs. IASAX (6.64).
| IASAX | JVMTX | IASAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 5.199 | 10.022 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 23.4B | 1% |
| Annual Yield % from dividends | 1.75 | 0.73 | 240% |
| Returns for 1 year | 14.32 | 16.17 | 89% |
| Returns for 3 years | -18.25 | 10.42 | -175% |
| Returns for 5 years | 6.64 | 42.36 | 16% |
| Returns for 10 years | -11.94 | 58.91 | -20% |