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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$10.70
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets285.25M
JHancock Disciplined Value Mid Cap I
Price$29.33
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets23.59B
IASSX vs JVMIX Comparison Chart in %
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IASSX vs. JVMIX commentary
Aug 19, 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: 23.6B vs. IASSX (285M). IASSX pays higher dividends than JVMIX: IASSX (1.40) vs JVMIX (0.76). 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 (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 : 0.38 vs. IASSX (-1.71). JVMIX return over 5 years is better than : 51.79 vs. IASSX (13.74).
| 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 | -3.370 | 8.831 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 23.6B | 1% |
| Annual Yield % from dividends | 1.40 | 0.76 | 184% |
| Returns for 1 year | -1.71 | 0.38 | -450% |
| Returns for 3 years | -7.01 | 13.53 | -52% |
| Returns for 5 years | 13.74 | 51.79 | 27% |
| Returns for 10 years | 10.05 | 53.28 | 19% |
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