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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$10.56
Change+$0.67 (+6.77%)
VolumeN/A
Net Assets251.11M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
IASSX vs JVMAX Comparison Chart
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IASSX vs. JVMAX commentary
Apr 11, 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 IASSX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. IASSX (251M). IASSX pays higher dividends than JVMAX: IASSX (1.43) vs JVMAX (0.61). IASSX was incepted earlier than JVMAX: IASSX (23 years) vs JVMAX (28 years). IASSX (1.39) is less costly to investors than JVMAX (1.13). JVMAX (47.00) and IASSX (46.00) have comparable annual turnover. IASSX has a lower initial minimum investment than JVMAX: IASSX (0) vs JVMAX (1000). IASSX annual gain was more profitable for investors over the last year : -11.69 vs. JVMAX (-20.84). JVMAX return over 5 years is better than : 36.10 vs. IASSX (17.64).
| IASSX | JVMAX | IASSX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.39 | 1.13 | 123% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -12.323 | -13.336 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 18.5B | 1% |
| Annual Yield % from dividends | 1.43 | 0.61 | 232% |
| Returns for 1 year | -11.69 | -20.84 | 56% |
| Returns for 3 years | -30.96 | -13.99 | 221% |
| Returns for 5 years | 17.64 | 36.10 | 49% |
| Returns for 10 years | -23.55 | 11.67 | -202% |
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