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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$10.57
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IASAX vs JVMIX Comparison Chart in %
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IASAX vs. JVMIX commentary
Jul 07, 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: 22.6B vs. IASAX (288M). 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 is a more actively managed with annual turnover of: 51.00 vs. JVMIX (47.00). 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 : 6.82 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IASAX (24.61).
| 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 | 2.621 | 8.423 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.35 | 0.78 | 174% |
| Returns for 1 year | 6.82 | 3.45 | 198% |
| Returns for 3 years | -14.22 | 23.84 | -60% |
| Returns for 5 years | 24.61 | 62.76 | 39% |
| Returns for 10 years | -15.61 | 48.34 | -32% |
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