Ad is loading...
IASSX vs VMVAX
IASSX vs VMVAX Comparison
Open Charts IASSX vs VMVAX
VY® American Century Sm-Mid Cp Val S
Price$10.56
Change+$0.67 (+6.77%)
VolumeN/A
Net Assets251.11M
Vanguard Mid-Cap Value Index Admiral
Price$78.61
Change+$5.09 (+6.92%)
VolumeN/A
Net Assets29.86B
IASSX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IASSX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IASSX (251M). VMVAX pays higher dividends than IASSX: VMVAX (2.33) vs IASSX (1.43). IASSX was incepted earlier than VMVAX: IASSX (23 years) vs VMVAX (14 years). IASSX (1.39) is less costly to investors than VMVAX (0.07). IASSX is a more actively managed with annual turnover of: 46.00 vs. VMVAX (22.00). IASSX has a lower initial minimum investment than VMVAX: IASSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : -7.74 vs. IASSX (-11.69). VMVAX return over 5 years is better than : 58.36 vs. IASSX (17.64).
| IASSX | VMVAX | IASSX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.39 | 0.07 | 1,986% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -12.323 | -12.203 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 29.9B | 1% |
| Annual Yield % from dividends | 1.43 | 2.33 | 61% |
| Returns for 1 year | -11.69 | -7.74 | 151% |
| Returns for 3 years | -30.96 | -4.36 | 710% |
| Returns for 5 years | 17.64 | 58.36 | 30% |
| Returns for 10 years | -23.55 | 55.65 | -42% |
View a ticker or compare two or three
VS
VS
Ad is loading...