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IASAX vs JVMRX
IASAX vs JVMRX Comparison
Open Charts IASAX vs JVMRX
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 R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
IASAX vs JVMRX Comparison Chart in %
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IASAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. IASAX (285M). IASAX pays higher dividends than JVMRX: IASAX (1.33) vs JVMRX (0.86). IASAX was incepted earlier than JVMRX: IASAX (23 years) vs JVMRX (14 years). IASAX (1.63) is less costly to investors than JVMRX (0.76). IASAX (51.00) and JVMRX (49.00) have comparable annual turnover. IASAX has a lower initial minimum investment than JVMRX: IASAX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.87 vs. IASAX (-2.25). JVMRX return over 5 years is better than : 50.62 vs. IASAX (6.97).
| IASAX | JVMRX | IASAX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.75 | 180% |
| Annual Report Gross Expense Ratio | 1.63 | 0.76 | 214% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -4.149 | 9.057 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 23.6B | 1% |
| Annual Yield % from dividends | 1.33 | 0.86 | 154% |
| Returns for 1 year | -2.25 | 0.87 | -260% |
| Returns for 3 years | -10.99 | 12.17 | -90% |
| Returns for 5 years | 6.97 | 50.62 | 14% |
| Returns for 10 years | -2.68 | 46.16 | -6% |
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