IASAX
Price
$10.57
Change
+$0.04 (+0.38%)
Updated
Jul 3 closing price
Net Assets
288.14M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IASAX vs JVMTX

Header iconIASAX vs JVMTX Comparison
Open Charts IASAX vs JVMTXBanner 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 R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IASAX vs JVMTX Comparison Chart in %
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IASAX vs. JVMTX 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 JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. IASAX (288M). IASAX pays higher dividends than JVMTX: IASAX (1.35) vs JVMTX (0.65). IASAX was incepted earlier than JVMTX: IASAX (23 years) vs JVMTX (12 years). IASAX (1.63) is less costly to investors than JVMTX (1.11). IASAX is a more actively managed with annual turnover of: 51.00 vs. JVMTX (47.00). IASAX (0) and JVMTX (0) have matching initial minimum investment requirements. IASAX annual gain was more profitable for investors over the last year : 6.82 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. IASAX (24.61).
IASAXJVMTXIASAX / JVMTX
Total Expense Ratio1.351.00135%
Annual Report Gross Expense Ratio1.631.11147%
Fund Existence23 years12 years-
Gain YTD2.6218.36131%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets288M22.6B1%
Annual Yield % from dividends1.350.65209%
Returns for 1 year6.823.31206%
Returns for 3 years-14.2223.47-61%
Returns for 5 years24.6161.9640%
Returns for 10 years-15.6146.97-33%
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