Interact to see
Advertisement
Advertisement
IASAX vs JVMSX
IASAX vs JVMSX Comparison
Open Charts IASAX vs JVMSX
VY® American Century Sm-Mid Cp Val A
Price$9.80
Change+$0.12 (+1.24%)
VolumeN/A
Net Assets278.24M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
IASAX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IASAX vs. JVMSX commentary
Sep 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. IASAX (278M). IASAX pays higher dividends than JVMSX: IASAX (1.68) vs JVMSX (0.40). IASAX was incepted earlier than JVMSX: IASAX (23 years) vs JVMSX (14 years). IASAX (1.63) is less costly to investors than JVMSX (1.25). IASAX (51.00) and JVMSX (49.00) have comparable annual turnover. IASAX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. IASAX (-5.63). JVMSX return over 5 years is better than : 59.77 vs. IASAX (13.92).
| IASAX | JVMSX | IASAX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.63 | 1.25 | 130% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -4.347 | 11.414 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 24.2B | 1% |
| Annual Yield % from dividends | 1.68 | 0.40 | 419% |
| Returns for 1 year | -5.63 | -1.31 | 431% |
| Returns for 3 years | 5.40 | 33.81 | 16% |
| Returns for 5 years | 13.92 | 59.77 | 23% |
| Returns for 10 years | 6.83 | 60.91 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SDVY | 38.16 | 0.43 | +1.14% |
| First Trust SMID Cp Rising Div Achv ETF | |||
| QPX | 42.48 | 0.25 | +0.59% |
| AdvisorShares Q Dynamic Growth ETF | |||
| GOOY | 14.29 | 0.05 | +0.35% |
| YieldMax GOOGL Option Income Stgy ETF | |||
| LFAF | 123.88 | N/A | N/A |
| LifeX 2049 Longevity Income ETF | |||
| BTCO | 108.87 | -0.17 | -0.16% |
| Invesco Galaxy Bitcoin ETF | |||