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IASSX vs JVMTX
IASSX vs JVMTX Comparison
Open Charts IASSX vs JVMTX
VY® American Century Sm-Mid Cp Val S
Price$11.65
Change-$0.03 (-0.26%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
IASSX vs JVMTX Comparison Chart
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IASSX vs. JVMTX commentary
Nov 18, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. IASSX (311M). IASSX pays higher dividends than JVMTX: IASSX (1.83) vs JVMTX (0.73). IASSX was incepted earlier than JVMTX: IASSX (23 years) vs JVMTX (11 years). IASSX is a more actively managed with annual turnover of: 46.00 vs. JVMTX (41.00). IASSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 21.44 vs. IASSX (18.41). JVMTX return over 5 years is better than : 44.38 vs. IASSX (9.21).
| IASSX | JVMTX | IASSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 8.115 | 14.484 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 23.8B | 1% |
| Annual Yield % from dividends | 1.83 | 0.73 | 252% |
| Returns for 1 year | 18.41 | 21.44 | 86% |
| Returns for 3 years | -19.10 | 7.23 | -264% |
| Returns for 5 years | 9.21 | 44.38 | 21% |
| Returns for 10 years | -4.63 | 60.91 | -8% |
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