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IASAX vs JVMAX
IASAX vs JVMAX Comparison
Open Charts IASAX vs JVMAX
VY® American Century Sm-Mid Cp Val A
Price$10.06
Change-$0.16 (-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
IASAX vs JVMAX Comparison Chart
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IASAX vs. JVMAX commentary
Jun 15, 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 IASAX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. IASAX (276M). IASAX pays higher dividends than JVMAX: IASAX (1.38) vs JVMAX (0.60). IASAX was incepted earlier than JVMAX: IASAX (23 years) vs JVMAX (28 years). IASAX (1.63) is less costly to investors than JVMAX (1.13). IASAX is a more actively managed with annual turnover of: 51.00 vs. JVMAX (47.00). IASAX has a lower initial minimum investment than JVMAX: IASAX (0) vs JVMAX (1000). IASAX annual gain was more profitable for investors over the last year : 1.26 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. IASAX (18.60).
| IASAX | JVMAX | IASAX / JVMAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.63 | 1.13 | 144% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.330 | 2.360 | -99% |
| 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 | 1.38 | 0.60 | 232% |
| Returns for 1 year | 1.26 | -3.68 | -34% |
| Returns for 3 years | -17.91 | 15.06 | -119% |
| Returns for 5 years | 18.60 | 48.97 | 38% |
| Returns for 10 years | -21.04 | 31.57 | -67% |
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