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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$9.44
Change+$0.13 (+1.40%)
VolumeN/A
Net Assets258.39M
Vanguard Mid-Cap Value Index Admiral
Price$77.68
Change+$1.23 (+1.61%)
VolumeN/A
Net Assets29.86B
IASAX vs VMVAX Comparison Chart
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IASAX vs. VMVAX commentary
Apr 12, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IASAX (258M). VMVAX pays higher dividends than IASAX: VMVAX (2.33) vs IASAX (1.36). IASAX was incepted earlier than VMVAX: IASAX (23 years) vs VMVAX (14 years). IASAX (1.64) is less costly to investors than VMVAX (0.07). 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 : -2.12 vs. IASAX (-7.39). VMVAX return over 5 years is better than : 64.68 vs. IASAX (16.61).
| IASAX | VMVAX | IASAX / VMVAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.64 | 0.07 | 2,343% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -9.612 | -8.704 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 29.9B | 1% |
| Annual Yield % from dividends | 1.36 | 2.33 | 58% |
| Returns for 1 year | -7.39 | -2.12 | 349% |
| Returns for 3 years | -30.95 | 0.19 | -16,669% |
| Returns for 5 years | 16.61 | 64.68 | 26% |
| Returns for 10 years | -26.77 | 62.29 | -43% |
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