Interact to see
Advertisement
Advertisement
IASSX vs JVMRX
IASSX vs JVMRX Comparison
Open Charts IASSX vs JVMRX
VY® American Century Sm-Mid Cp Val S
Price$10.58
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets269.55M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IASSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IASSX vs. JVMRX commentary
Nov 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IASSX (270M). IASSX pays higher dividends than JVMRX: IASSX (1.84) vs JVMRX (0.85). IASSX was incepted earlier than JVMRX: IASSX (24 years) vs JVMRX (14 years). IASSX (1.38) is less costly to investors than JVMRX (0.75). IASSX (51.00) and JVMRX (49.00) have comparable annual turnover. IASSX has a lower initial minimum investment than JVMRX: IASSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -6.40 vs. IASSX (-8.43). JVMRX return over 5 years is better than : 36.83 vs. IASSX (1.25).
| IASSX | JVMRX | IASSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.38 | 0.75 | 184% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -4.454 | 9.911 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 24.2B | 1% |
| Annual Yield % from dividends | 1.84 | 0.85 | 216% |
| Returns for 1 year | -8.43 | -6.40 | 132% |
| Returns for 3 years | -5.72 | 15.51 | -37% |
| Returns for 5 years | 1.25 | 36.83 | 3% |
| Returns for 10 years | 5.12 | 51.46 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers