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IASSX vs JVMSX
IASSX vs JVMSX Comparison
Open Charts IASSX vs JVMSX
VY® American Century Sm-Mid Cp Val S
Price$11.03
Change-$0.17 (-1.52%)
VolumeN/A
Net Assets279.9M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
IASSX vs JVMSX Comparison Chart
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IASSX vs. JVMSX commentary
Jun 15, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. IASSX (280M). IASSX pays higher dividends than JVMSX: IASSX (1.45) vs JVMSX (0.43). IASSX was incepted earlier than JVMSX: IASSX (23 years) vs JVMSX (13 years). IASSX (1.38) is less costly to investors than JVMSX (1.26). IASSX is a more actively managed with annual turnover of: 51.00 vs. JVMSX (47.00). IASSX (0) and JVMSX (0) have matching initial minimum investment requirements. IASSX annual gain was more profitable for investors over the last year : 1.90 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IASSX (23.39).
| IASSX | JVMSX | IASSX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.25 | 88% |
| Annual Report Gross Expense Ratio | 1.38 | 1.26 | 110% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -2.216 | 2.313 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 21.7B | 1% |
| Annual Yield % from dividends | 1.45 | 0.43 | 336% |
| Returns for 1 year | 1.90 | -3.29 | -58% |
| Returns for 3 years | -15.00 | 15.80 | -95% |
| Returns for 5 years | 23.39 | 50.13 | 47% |
| Returns for 10 years | -14.85 | 33.43 | -44% |
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