IASAX
Price
$10.69
Change
+$0.04 (+0.38%)
Updated
Jul 25 closing price
Net Assets
287.5M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
Interact to see
Advertisement

IASAX vs JVMIX

Header iconIASAX vs JVMIX Comparison
Open Charts IASAX vs JVMIXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
IASAXJVMIXIASAX / JVMIX
Total Expense Ratio1.350.87155%
Annual Report Gross Expense Ratio1.630.88185%
Fund Existence23 years28 years-
Gain YTD3.7869.31441%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets287M23.1B1%
Annual Yield % from dividends1.350.78174%
Returns for 1 year2.221.20184%
Returns for 3 years-15.1621.47-71%
Returns for 5 years21.5858.0737%
Returns for 10 years-13.4250.28-27%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSRBX33.030.17
+0.52%
Fidelity Select Banking
BAEIX22.100.11
+0.50%
Sterling Capital Equity Income A
BITSX29.070.12
+0.41%
iShares Total US Stock Market Idx Instl
CWGFX72.300.04
+0.06%
American Funds Capital World Gr&Inc F1
MKEFX23.00-0.02
-0.09%
BlackRock International Select Eq K