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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$10.04
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets275.82M
JHancock Disciplined Value Mid Cap R4
Price$27.52
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
IASAX vs JVMTX Comparison Chart
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IASAX vs. JVMTX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. IASAX (276M). IASAX pays higher dividends than JVMTX: IASAX (1.38) vs JVMTX (0.67). IASAX was incepted earlier than JVMTX: IASAX (23 years) vs JVMTX (12 years). IASAX (1.63) 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 : -0.13 vs. JVMTX (-3.69). JVMTX return over 5 years is better than : 38.93 vs. IASAX (9.16).
| IASAX | JVMTX | IASAX / JVMTX | |
| Total Expense Ratio | 1.35 | 1.00 | 135% |
| Annual Report Gross Expense Ratio | 1.63 | 1.11 | 147% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -2.330 | 2.230 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.5B | 1% |
| Annual Yield % from dividends | 1.38 | 0.67 | 206% |
| Returns for 1 year | -0.13 | -3.69 | 4% |
| Returns for 3 years | -25.12 | 5.40 | -465% |
| Returns for 5 years | 9.16 | 38.93 | 24% |
| Returns for 10 years | -20.03 | 36.46 | -55% |
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