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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$9.95
Change+$0.10 (+1.02%)
VolumeN/A
Net Assets271.38M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
IASAX vs JVMTX Comparison Chart
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IASAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. IASAX (271M). IASAX pays higher dividends than JVMTX: IASAX (1.42) vs JVMTX (0.71). 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). IASAX is a more actively managed with annual turnover of: 51.00 vs. JVMTX (47.00). IASAX (0) and JVMTX (0) have matching initial minimum investment requirements. IASAX annual gain was more profitable for investors over the last year : -2.88 vs. JVMTX (-8.15). JVMTX return over 5 years is better than : 52.25 vs. IASAX (22.65).
| 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 | -4.369 | -2.304 | 190% |
| 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 | 0.71 | 199% |
| Returns for 1 year | -2.88 | -8.15 | 35% |
| Returns for 3 years | -23.74 | 5.30 | -448% |
| Returns for 5 years | 22.65 | 52.25 | 43% |
| Returns for 10 years | -21.36 | 29.98 | -71% |
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