IASAX
Price
$10.69
Change
+$0.04 (+0.38%)
Updated
Jul 25 closing price
Net Assets
287.5M
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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IASAX vs JVMRX

Header iconIASAX vs JVMRX Comparison
Open Charts IASAX vs JVMRXBanner 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 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.

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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).
IASAXJVMRXIASAX / JVMRX
Total Expense Ratio1.350.75180%
Annual Report Gross Expense Ratio1.630.76214%
Fund Existence23 years14 years-
Gain YTD3.7869.35440%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets287M23.1B1%
Annual Yield % from dividends1.350.88154%
Returns for 1 year2.221.28174%
Returns for 3 years-15.1621.72-70%
Returns for 5 years21.5858.5637%
Returns for 10 years-13.4251.14-26%
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