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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$10.44
Change-$0.08 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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IASAX vs VMVAX Comparison Chart
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IASAX vs. VMVAX commentary
Sep 21, 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 StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IASAX (315M). VMVAX pays higher dividends than IASAX: VMVAX (2.14) vs IASAX (1.75). IASAX was incepted earlier than VMVAX: IASAX (22 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 : 21.85 vs. IASAX (14.32). VMVAX return over 5 years is better than : 48.02 vs. IASAX (6.64).
| IASAX | VMVAX | IASAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.199 | 14.332 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 30.5B | 1% |
| Annual Yield % from dividends | 1.75 | 2.14 | 82% |
| Returns for 1 year | 14.32 | 21.85 | 66% |
| Returns for 3 years | -18.25 | 17.61 | -104% |
| Returns for 5 years | 6.64 | 48.02 | 14% |
| Returns for 10 years | -11.94 | 96.75 | -12% |