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IASSX vs JVMAX
IASSX vs JVMAX Comparison
Open Charts IASSX vs JVMAX
VY® American Century Sm-Mid Cp Val S
Price$11.16
Change-$0.36 (-3.12%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
IASSX vs JVMAX Comparison Chart
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IASSX vs. JVMAX commentary
Dec 19, 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 IASSX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. IASSX (304M). IASSX pays higher dividends than JVMAX: IASSX (1.83) vs JVMAX (0.67). IASSX was incepted earlier than JVMAX: IASSX (23 years) vs JVMAX (28 years). IASSX is a more actively managed with annual turnover of: 46.00 vs. JVMAX (41.00). IASSX has a lower initial minimum investment than JVMAX: IASSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. IASSX (8.30). JVMAX return over 5 years is better than : 39.81 vs. IASSX (4.96).
| IASSX | JVMAX | IASSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 6.909 | 12.851 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 23.4B | 1% |
| Annual Yield % from dividends | 1.83 | 0.67 | 274% |
| Returns for 1 year | 8.30 | 10.66 | 78% |
| Returns for 3 years | -17.26 | 16.69 | -103% |
| Returns for 5 years | 4.96 | 39.81 | 12% |
| Returns for 10 years | -7.56 | 55.64 | -14% |
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