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IASAX vs JVMSX
IASAX vs JVMSX Comparison
Open Charts IASAX vs JVMSX
VY® American Century Sm-Mid Cp Val A
Price$10.06
Change-$0.16 (-1.57%)
VolumeN/A
Net Assets275.72M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IASAX vs JVMSX Comparison Chart
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IASAX vs. JVMSX commentary
Jun 15, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IASAX (276M). IASAX pays higher dividends than JVMSX: IASAX (1.38) vs JVMSX (0.43). IASAX was incepted earlier than JVMSX: IASAX (23 years) vs JVMSX (13 years). IASAX (1.63) is less costly to investors than JVMSX (1.26). IASAX is a more actively managed with annual turnover of: 51.00 vs. JVMSX (47.00). IASAX (0) and JVMSX (0) have matching initial minimum investment requirements. IASAX annual gain was more profitable for investors over the last year : 1.26 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IASAX (18.60).
| IASAX | JVMSX | IASAX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.25 | 108% |
| Annual Report Gross Expense Ratio | 1.63 | 1.26 | 129% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -2.330 | 2.313 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.5B | 1% |
| Annual Yield % from dividends | 1.38 | 0.43 | 319% |
| Returns for 1 year | 1.26 | -3.29 | -38% |
| Returns for 3 years | -17.91 | 15.80 | -113% |
| Returns for 5 years | 18.60 | 50.13 | 37% |
| Returns for 10 years | -21.04 | 33.43 | -63% |
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