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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$9.91
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets288.62M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
IASAX vs JVMIX Comparison Chart in %
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IASAX vs. JVMIX commentary
Sep 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 IASAX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IASAX (289M). IASAX pays higher dividends than JVMIX: IASAX (1.68) vs JVMIX (0.74). IASAX was incepted earlier than JVMIX: IASAX (23 years) vs JVMIX (28 years). IASAX (1.63) is less costly to investors than JVMIX (0.86). 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). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. IASAX (-1.60). JVMIX return over 5 years is better than : 54.86 vs. IASAX (10.54).
| IASAX | JVMIX | IASAX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.63 | 0.86 | 190% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.074 | 11.985 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 24.3B | 1% |
| Annual Yield % from dividends | 1.68 | 0.74 | 226% |
| Returns for 1 year | -1.60 | 2.91 | -55% |
| Returns for 3 years | 0.12 | 24.95 | 0% |
| Returns for 5 years | 10.54 | 54.86 | 19% |
| Returns for 10 years | 4.55 | 58.60 | 8% |
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