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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$11.58
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IASSX vs JVMIX Comparison Chart in %
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IASSX vs. JVMIX 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 IASSX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IASSX (288M). IASSX pays higher dividends than JVMIX: IASSX (1.42) vs JVMIX (0.78). IASSX was incepted earlier than JVMIX: IASSX (23 years) vs JVMIX (28 years). IASSX (1.38) is less costly to investors than JVMIX (0.88). IASSX is a more actively managed with annual turnover of: 51.00 vs. JVMIX (47.00). IASSX has a lower initial minimum investment than JVMIX: IASSX (0) vs JVMIX (250000). IASSX annual gain was more profitable for investors over the last year : 7.27 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IASSX (29.54).
| IASSX | JVMIX | IASSX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.87 | 126% |
| Annual Report Gross Expense Ratio | 1.38 | 0.88 | 157% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.660 | 8.423 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.42 | 0.78 | 183% |
| Returns for 1 year | 7.27 | 3.45 | 211% |
| Returns for 3 years | -11.29 | 23.84 | -47% |
| Returns for 5 years | 29.54 | 62.76 | 47% |
| Returns for 10 years | -9.06 | 48.34 | -19% |
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