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IASSX vs JVMRX
IASSX vs JVMRX Comparison
Open Charts IASSX vs JVMRX
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 R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IASSX vs JVMRX Comparison Chart in %
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IASSX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IASSX (288M). IASSX pays higher dividends than JVMRX: IASSX (1.42) vs JVMRX (0.88). IASSX was incepted earlier than JVMRX: IASSX (23 years) vs JVMRX (14 years). IASSX (1.38) is less costly to investors than JVMRX (0.76). IASSX is a more actively managed with annual turnover of: 51.00 vs. JVMRX (47.00). IASSX has a lower initial minimum investment than JVMRX: IASSX (0) vs JVMRX (1000000). IASSX annual gain was more profitable for investors over the last year : 7.27 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IASSX (29.54).
| IASSX | JVMRX | IASSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.38 | 0.76 | 182% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.660 | 8.500 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.42 | 0.88 | 162% |
| Returns for 1 year | 7.27 | 3.59 | 202% |
| Returns for 3 years | -11.29 | 24.14 | -47% |
| Returns for 5 years | 29.54 | 63.32 | 47% |
| Returns for 10 years | -9.06 | 49.30 | -18% |
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