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IACIX vs JVMAX
IACIX vs JVMAX Comparison
Open Charts IACIX vs JVMAX
VY® American Century Sm-Mid Cp Val I
Price$11.32
Change-$0.18 (-1.57%)
VolumeN/A
Net Assets275.72M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
IACIX vs JVMAX Comparison Chart
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IACIX vs. JVMAX commentary
Jun 16, 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 IACIX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. IACIX (276M). IACIX pays higher dividends than JVMAX: IACIX (1.69) vs JVMAX (0.60). IACIX was incepted earlier than JVMAX: IACIX (23 years) vs JVMAX (28 years). IACIX (1.13) and JVMAX (1.13) have similar cost to investors . IACIX is a more actively managed with annual turnover of: 51.00 vs. JVMAX (47.00). IACIX has a lower initial minimum investment than JVMAX: IACIX (0) vs JVMAX (1000). IACIX annual gain was more profitable for investors over the last year : 2.21 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. IACIX (25.87).
| IACIX | JVMAX | IACIX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 1.13 | 1.13 | 100% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.076 | 2.360 | -88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.5B | 1% |
| Annual Yield % from dividends | 1.69 | 0.60 | 283% |
| Returns for 1 year | 2.21 | -3.68 | -60% |
| Returns for 3 years | -13.80 | 15.06 | -92% |
| Returns for 5 years | 25.87 | 48.97 | 53% |
| Returns for 10 years | -11.55 | 31.57 | -37% |
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