IASAX
Price
$10.57
Change
+$0.04 (+0.38%)
Updated
Jul 3 closing price
Net Assets
288.14M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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$10.57
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.

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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).
IASAXJVMRXIASAX / JVMRX
Total Expense Ratio1.350.75180%
Annual Report Gross Expense Ratio1.630.76214%
Fund Existence23 years14 years-
Gain YTD2.6218.50031%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets288M22.6B1%
Annual Yield % from dividends1.350.88154%
Returns for 1 year6.823.59190%
Returns for 3 years-14.2224.14-59%
Returns for 5 years24.6163.3239%
Returns for 10 years-15.6149.30-32%
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