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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$9.58
Change-$0.06 (-0.62%)
VolumeN/A
Net Assets269.55M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IASAX vs JVMRX Comparison Chart in %
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IASAX vs. JVMRX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IASAX (270M). IASAX pays higher dividends than JVMRX: IASAX (1.75) vs JVMRX (0.85). IASAX was incepted earlier than JVMRX: IASAX (24 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 : -5.34 vs. IASAX (-8.98). JVMRX return over 5 years is better than : 38.63 vs. IASAX (-2.73).
| IASAX | JVMRX | IASAX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.63 | 0.75 | 217% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -4.742 | 11.359 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 24.2B | 1% |
| Annual Yield % from dividends | 1.75 | 0.85 | 206% |
| Returns for 1 year | -8.98 | -5.34 | 168% |
| Returns for 3 years | -8.83 | 15.57 | -57% |
| Returns for 5 years | -2.73 | 38.63 | -7% |
| Returns for 10 years | -0.53 | 55.27 | -1% |
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