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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$9.70
Change-$0.07 (-0.72%)
VolumeN/A
Net Assets285.25M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IASAX vs JVMIX Comparison Chart in %
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IASAX vs. JVMIX commentary
Aug 18, 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: 23.6B vs. IASAX (285M). IASAX pays higher dividends than JVMIX: IASAX (1.33) vs JVMIX (0.76). 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). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. IASAX (-2.25). JVMIX return over 5 years is better than : 50.10 vs. IASAX (6.97).
| 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 | -4.149 | 8.980 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 23.6B | 1% |
| Annual Yield % from dividends | 1.33 | 0.76 | 175% |
| Returns for 1 year | -2.25 | 0.76 | -297% |
| Returns for 3 years | -10.99 | 11.90 | -92% |
| Returns for 5 years | 6.97 | 50.10 | 14% |
| Returns for 10 years | -2.68 | 45.29 | -6% |
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