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IASSX vs JVMIX
IASSX vs JVMIX Comparison
Open Charts IASSX vs JVMIX
VY® American Century Sm-Mid Cp Val S
Price$10.91
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets288.62M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
IASSX vs JVMIX Comparison Chart in %
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IASSX vs. JVMIX commentary
Sep 09, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IASSX (289M). IASSX pays higher dividends than JVMIX: IASSX (1.76) vs JVMIX (0.74). IASSX was incepted earlier than JVMIX: IASSX (23 years) vs JVMIX (28 years). IASSX (1.38) is less costly to investors than JVMIX (0.86). IASSX (51.00) and JVMIX (49.00) have comparable annual turnover. IASSX has a lower initial minimum investment than JVMIX: IASSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. IASSX (-0.49). JVMIX return over 5 years is better than : 54.86 vs. IASSX (15.94).
| IASSX | JVMIX | IASSX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.38 | 0.86 | 160% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -1.112 | 11.985 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 24.3B | 1% |
| Annual Yield % from dividends | 1.76 | 0.74 | 237% |
| Returns for 1 year | -0.49 | 2.91 | -17% |
| Returns for 3 years | 3.17 | 24.95 | 13% |
| Returns for 5 years | 15.94 | 54.86 | 29% |
| Returns for 10 years | 12.93 | 58.60 | 22% |
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