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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$9.91
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets288.62M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
IASAX vs JVMRX Comparison Chart in %
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IASAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. IASAX (289M). IASAX pays higher dividends than JVMRX: IASAX (1.68) vs JVMRX (0.84). IASAX was incepted earlier than JVMRX: IASAX (23 years) vs JVMRX (14 years). IASAX (1.63) is less costly to investors than JVMRX (0.75). 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 : 3.02 vs. IASAX (-1.60). JVMRX return over 5 years is better than : 55.40 vs. IASAX (10.54).
| IASAX | JVMRX | IASAX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.63 | 0.75 | 217% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -2.074 | 12.064 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 24.3B | 1% |
| Annual Yield % from dividends | 1.68 | 0.84 | 200% |
| Returns for 1 year | -1.60 | 3.02 | -53% |
| Returns for 3 years | 0.12 | 25.20 | 0% |
| Returns for 5 years | 10.54 | 55.40 | 19% |
| Returns for 10 years | 4.55 | 59.55 | 8% |
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