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IASAX vs JVMTX
IASAX vs JVMTX Comparison
Open Charts IASAX vs JVMTX
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.
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).
| IASAX | JVMTX | IASAX / JVMTX | |
| Total Expense Ratio | 1.35 | 1.00 | 135% |
| Annual Report Gross Expense Ratio | 1.63 | 1.11 | 147% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.621 | 8.361 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.35 | 0.65 | 209% |
| Returns for 1 year | 6.82 | 3.31 | 206% |
| Returns for 3 years | -14.22 | 23.47 | -61% |
| Returns for 5 years | 24.61 | 61.96 | 40% |
| Returns for 10 years | -15.61 | 46.97 | -33% |
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