IASSX
Price
$11.42
Change
-$0.09 (-0.78%)
Updated
Sep 20 closing price
JVMRX
Price
$30.43
Change
-$0.19 (-0.62%)
Updated
Sep 20 closing price
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IASSX vs JVMRX

Header iconIASSX vs JVMRX Comparison
Open Charts IASSX vs JVMRXBanner chart's image
VY® American Century Sm-Mid Cp Val S
Price$11.42
Change-$0.09 (-0.78%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IASSX vs JVMRX Comparison Chart
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VS
IASSX vs. JVMRX 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 IASSX is a StrongBuy and JVMRX is a Buy.

FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IASSX (315M). IASSX pays higher dividends than JVMRX: IASSX (1.83) vs JVMRX (0.93). IASSX was incepted earlier than JVMRX: IASSX (22 years) vs JVMRX (13 years). IASSX is a more actively managed with annual turnover of: 46.00 vs. JVMRX (41.00). IASSX has a lower initial minimum investment than JVMRX: IASSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 19.58 vs. IASSX (18.05). JVMRX return over 5 years is better than : 44.82 vs. IASSX (12.02).
IASSXJVMRXIASSX / JVMRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years13 years-
Gain YTD6.81611.22161%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets315M23.4B1%
Annual Yield % from dividends1.830.93196%
Returns for 1 year18.0519.5892%
Returns for 3 years-12.8513.96-92%
Returns for 5 years12.0244.8227%
Returns for 10 years-2.2665.88-3%
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