Interact to see
Advertisement
Advertisement
IACIX vs JVMSX
IACIX vs JVMSX Comparison
Open Charts IACIX vs JVMSX
VY® American Century Sm-Mid Cp Val I
Price$11.22
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets275.26M
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
IACIX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IACIX vs. JVMSX commentary
Dec 27, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IACIX (275M). IACIX pays higher dividends than JVMSX: IACIX (2.01) vs JVMSX (0.40). IACIX was incepted earlier than JVMSX: IACIX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IACIX (1.13). IACIX (51.00) and JVMSX (49.00) have comparable annual turnover. IACIX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. IACIX (-1.50). JVMSX return over 5 years is better than : 22.07 vs. IACIX (0.86).
| IACIX | JVMSX | IACIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 1.13 | 1.25 | 90% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -0.904 | 3.357 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 23.9B | 1% |
| Annual Yield % from dividends | 2.01 | 0.40 | 506% |
| Returns for 1 year | -1.50 | 2.33 | -64% |
| Returns for 3 years | -0.14 | 15.34 | -1% |
| Returns for 5 years | 0.86 | 22.07 | 4% |
| Returns for 10 years | 14.18 | 47.11 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers