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IASAX vs VMVAX
IASAX vs VMVAX Comparison
Open Charts IASAX vs VMVAX
VY® American Century Sm-Mid Cp Val A
Price$10.72
Change+$0.11 (+1.04%)
VolumeN/A
Net Assets302.77M
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
IASAX vs VMVAX Comparison Chart
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IASAX vs. VMVAX commentary
Jan 31, 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 StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. IASAX (303M). VMVAX pays higher dividends than IASAX: VMVAX (2.14) vs IASAX (1.75). IASAX was incepted earlier than VMVAX: IASAX (23 years) vs VMVAX (13 years). IASAX is a more actively managed with annual turnover of: 46.00 vs. VMVAX (22.00). IASAX has a lower initial minimum investment than VMVAX: IASAX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 16.15 vs. IASAX (9.51). VMVAX return over 5 years is better than : 42.66 vs. IASAX (5.24).
| IASAX | VMVAX | IASAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 3.010 | 2.232 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 30.1B | 1% |
| Annual Yield % from dividends | 1.75 | 2.14 | 82% |
| Returns for 1 year | 9.51 | 16.15 | 59% |
| Returns for 3 years | -20.74 | 13.83 | -150% |
| Returns for 5 years | 5.24 | 42.66 | 12% |
| Returns for 10 years | -12.62 | 90.92 | -14% |