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IASSX vs JVMAX
IASSX vs JVMAX Comparison
Open Charts IASSX vs JVMAX
VY® American Century Sm-Mid Cp Val S
Price$11.03
Change-$0.17 (-1.52%)
VolumeN/A
Net Assets275.72M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
IASSX vs JVMAX Comparison Chart
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IASSX vs. JVMAX 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 IASSX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. IASSX (276M). IASSX pays higher dividends than JVMAX: IASSX (1.45) vs JVMAX (0.60). IASSX was incepted earlier than JVMAX: IASSX (23 years) vs JVMAX (28 years). IASSX (1.38) is less costly to investors than JVMAX (1.13). IASSX is a more actively managed with annual turnover of: 51.00 vs. JVMAX (47.00). IASSX has a lower initial minimum investment than JVMAX: IASSX (0) vs JVMAX (1000). IASSX annual gain was more profitable for investors over the last year : 1.90 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. IASSX (23.39).
| IASSX | JVMAX | IASSX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.38 | 1.13 | 122% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.216 | 2.360 | -94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.5B | 1% |
| Annual Yield % from dividends | 1.45 | 0.60 | 244% |
| Returns for 1 year | 1.90 | -3.68 | -51% |
| Returns for 3 years | -15.00 | 15.06 | -100% |
| Returns for 5 years | 23.39 | 48.97 | 48% |
| Returns for 10 years | -14.85 | 31.57 | -47% |
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