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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$11.72
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets287.5M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IASSX vs JVMRX Comparison Chart in %
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IASSX vs. JVMRX commentary
Jul 28, 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: 23.1B vs. IASSX (287M). 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 (51.00) and JVMRX (49.00) have comparable annual turnover. 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 : 2.75 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. IASSX (26.48).
| 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 | 3.901 | 9.354 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 23.1B | 1% |
| Annual Yield % from dividends | 1.42 | 0.88 | 162% |
| Returns for 1 year | 2.75 | 1.28 | 215% |
| Returns for 3 years | -12.27 | 21.72 | -56% |
| Returns for 5 years | 26.48 | 58.56 | 45% |
| Returns for 10 years | -6.68 | 51.14 | -13% |
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