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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$10.69
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets287.5M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IASAX vs JVMRX Comparison Chart in %
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IASAX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. IASAX (287M). IASAX pays higher dividends than JVMRX: IASAX (1.35) vs JVMRX (0.88). 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). IASAX annual gain was more profitable for investors over the last year : 2.22 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. IASAX (21.58).
| 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 | 3.786 | 9.354 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 23.1B | 1% |
| Annual Yield % from dividends | 1.35 | 0.88 | 154% |
| Returns for 1 year | 2.22 | 1.28 | 174% |
| Returns for 3 years | -15.16 | 21.72 | -70% |
| Returns for 5 years | 21.58 | 58.56 | 37% |
| Returns for 10 years | -13.42 | 51.14 | -26% |
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