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IACIX vs JVMTX
IACIX vs JVMTX Comparison
Open Charts IACIX vs JVMTX
VY® American Century Sm-Mid Cp Val I
Price$11.89
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IACIX vs JVMTX Comparison Chart in %
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IACIX vs. JVMTX commentary
Jul 08, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. IACIX (288M). IACIX pays higher dividends than JVMTX: IACIX (1.65) vs JVMTX (0.65). IACIX was incepted earlier than JVMTX: IACIX (23 years) vs JVMTX (12 years). IACIX (1.13) and JVMTX (1.11) have similar cost to investors . IACIX is a more actively managed with annual turnover of: 51.00 vs. JVMTX (47.00). IACIX (0) and JVMTX (0) have matching initial minimum investment requirements. IACIX annual gain was more profitable for investors over the last year : 7.64 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. IACIX (32.07).
| IACIX | JVMTX | IACIX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.11 | 102% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.855 | 8.361 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.65 | 0.65 | 255% |
| Returns for 1 year | 7.64 | 3.31 | 231% |
| Returns for 3 years | -9.98 | 23.47 | -43% |
| Returns for 5 years | 32.07 | 61.96 | 52% |
| Returns for 10 years | -5.51 | 46.97 | -12% |
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