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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$10.64
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
IASAX vs JVMTX Comparison Chart
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IASAX vs. JVMTX commentary
Nov 18, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. IASAX (311M). IASAX pays higher dividends than JVMTX: IASAX (1.75) vs JVMTX (0.73). IASAX was incepted earlier than JVMTX: IASAX (23 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 : 21.44 vs. IASAX (17.74). JVMTX return over 5 years is better than : 44.38 vs. IASAX (4.95).
| IASAX | JVMTX | IASAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 7.523 | 14.484 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 23.8B | 1% |
| Annual Yield % from dividends | 1.75 | 0.73 | 240% |
| Returns for 1 year | 17.74 | 21.44 | 83% |
| Returns for 3 years | -21.81 | 7.23 | -302% |
| Returns for 5 years | 4.95 | 44.38 | 11% |
| Returns for 10 years | -11.53 | 60.91 | -19% |
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