Ad is loading...
IASSX vs VMVAX
IASSX vs VMVAX Comparison
Open Charts IASSX vs VMVAX
VY® American Century Sm-Mid Cp Val S
Price$11.42
Change-$0.09 (-0.78%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IASSX vs VMVAX Comparison Chart
Loading...
IASSX vs. VMVAX 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 VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IASSX (315M). VMVAX pays higher dividends than IASSX: VMVAX (2.14) vs IASSX (1.83). IASSX was incepted earlier than VMVAX: IASSX (22 years) vs VMVAX (13 years). 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 : 21.85 vs. IASSX (18.05). VMVAX return over 5 years is better than : 48.02 vs. IASSX (12.02).
| IASSX | VMVAX | IASSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 6.816 | 14.332 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 30.5B | 1% |
| Annual Yield % from dividends | 1.83 | 2.14 | 86% |
| Returns for 1 year | 18.05 | 21.85 | 83% |
| Returns for 3 years | -12.85 | 17.61 | -73% |
| Returns for 5 years | 12.02 | 48.02 | 25% |
| Returns for 10 years | -2.26 | 96.75 | -2% |