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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$11.42
Change-$0.09 (-0.78%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IASSX vs JVMTX Comparison Chart
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IASSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IASSX (315M). IASSX pays higher dividends than JVMTX: IASSX (1.83) vs JVMTX (0.73). IASSX was incepted earlier than JVMTX: IASSX (22 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 : 19.27 vs. IASSX (18.05). JVMTX return over 5 years is better than : 43.64 vs. IASSX (12.02).
| IASSX | JVMTX | IASSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 6.816 | 11.010 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 23.4B | 1% |
| Annual Yield % from dividends | 1.83 | 0.73 | 252% |
| Returns for 1 year | 18.05 | 19.27 | 94% |
| Returns for 3 years | -12.85 | 13.38 | -96% |
| Returns for 5 years | 12.02 | 43.64 | 28% |
| Returns for 10 years | -2.26 | 63.34 | -4% |
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