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IASAX vs JVMIX
IASAX vs JVMIX Comparison
Open Charts IASAX vs JVMIX
VY® American Century Sm-Mid Cp Val A
Price$10.69
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets287.5M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IASAX vs JVMIX Comparison Chart in %
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IASAX vs. JVMIX commentary
Jul 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 IASAX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. IASAX (287M). IASAX pays higher dividends than JVMIX: IASAX (1.35) vs JVMIX (0.78). IASAX was incepted earlier than JVMIX: IASAX (23 years) vs JVMIX (28 years). IASAX (1.63) is less costly to investors than JVMIX (0.88). IASAX (51.00) and JVMIX (49.00) have comparable annual turnover. IASAX has a lower initial minimum investment than JVMIX: IASAX (0) vs JVMIX (250000). IASAX annual gain was more profitable for investors over the last year : 2.22 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. IASAX (21.58).
| IASAX | JVMIX | IASAX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.87 | 155% |
| Annual Report Gross Expense Ratio | 1.63 | 0.88 | 185% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.786 | 9.314 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 23.1B | 1% |
| Annual Yield % from dividends | 1.35 | 0.78 | 174% |
| Returns for 1 year | 2.22 | 1.20 | 184% |
| Returns for 3 years | -15.16 | 21.47 | -71% |
| Returns for 5 years | 21.58 | 58.07 | 37% |
| Returns for 10 years | -13.42 | 50.28 | -27% |
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