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ISMSX vs JVMAX
ISMSX vs JVMAX Comparison
Open Charts ISMSX vs JVMAX
VY® American Century Sm-Mid Cp Val S2
Price$9.77
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets281.61M
JHancock Disciplined Value Mid Cap A
Price$28.39
Change-$0.07 (-0.25%)
VolumeN/A
Net AssetsN/A
ISMSX vs JVMAX Comparison Chart in %
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ISMSX vs. JVMAX commentary
Sep 17, 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 ISMSX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
ISMSX pays higher dividends than JVMAX: ISMSX (1.77) vs JVMAX (0.55). ISMSX was incepted earlier than JVMAX: ISMSX (17 years) vs JVMAX (28 years). ISMSX (1.53) is less costly to investors than JVMAX (1.11). ISMSX (51.00) and JVMAX (49.00) have comparable annual turnover. ISMSX has a lower initial minimum investment than JVMAX: ISMSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 0.43 vs. ISMSX (-3.91). JVMAX return over 5 years is better than : 51.03 vs. ISMSX (10.69).
| ISMSX | JVMAX | ISMSX / JVMAX | |
| Total Expense Ratio | 1.25 | 1.10 | 114% |
| Annual Report Gross Expense Ratio | 1.53 | 1.11 | 138% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -3.260 | 11.959 | -27% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | N/A | - |
| Annual Yield % from dividends | 1.77 | 0.55 | 321% |
| Returns for 1 year | -3.91 | 0.43 | -901% |
| Returns for 3 years | -0.45 | 23.74 | -2% |
| Returns for 5 years | 10.69 | 51.03 | 21% |
| Returns for 10 years | 5.53 | 53.93 | 10% |
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