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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$10.57
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IASAX vs JVMRX Comparison Chart in %
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IASAX vs. JVMRX commentary
Jul 07, 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: 22.6B vs. IASAX (288M). 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 is a more actively managed with annual turnover of: 51.00 vs. JVMRX (47.00). 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 : 6.82 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IASAX (24.61).
| 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 | 2.621 | 8.500 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.35 | 0.88 | 154% |
| Returns for 1 year | 6.82 | 3.59 | 190% |
| Returns for 3 years | -14.22 | 24.14 | -59% |
| Returns for 5 years | 24.61 | 63.32 | 39% |
| Returns for 10 years | -15.61 | 49.30 | -32% |
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