IASAX
Price
$10.69
Change
+$0.04 (+0.38%)
Updated
Jul 25 closing price
Net Assets
287.5M
JVMTX
Price
$29.40
Change
+$0.19 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$10.69
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets287.5M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
IASAX vs JVMTX Comparison Chart in %
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IASAX vs. JVMTX commentary
Jul 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 Buy and JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. IASAX (287M). 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 (51.00) and JVMTX (49.00) have comparable annual turnover. IASAX (0) and JVMTX (0) have matching initial minimum investment requirements. IASAX annual gain was more profitable for investors over the last year : 2.22 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. IASAX (21.58).
IASAXJVMTXIASAX / JVMTX
Total Expense Ratio1.351.00135%
Annual Report Gross Expense Ratio1.631.11147%
Fund Existence23 years12 years-
Gain YTD3.7869.25341%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets287M23.1B1%
Annual Yield % from dividends1.350.65209%
Returns for 1 year2.221.07208%
Returns for 3 years-15.1621.15-72%
Returns for 5 years21.5857.2938%
Returns for 10 years-13.4248.90-27%
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