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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$9.71
Change+$0.11 (+1.15%)
VolumeN/A
Net Assets273.44M
JHancock Disciplined Value Mid Cap A
Price$28.14
Change+$0.30 (+1.08%)
VolumeN/A
Net Assets23.85B
ISMSX vs JVMAX Comparison Chart in %
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ISMSX vs. JVMAX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. ISMSX (273M). ISMSX pays higher dividends than JVMAX: ISMSX (1.79) 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 : -5.72 vs. ISMSX (-7.82). JVMAX return over 5 years is better than : 45.61 vs. ISMSX (5.97).
| 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 | -5.137 | 9.520 | -54% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 23.9B | 1% |
| Annual Yield % from dividends | 1.79 | 0.55 | 328% |
| Returns for 1 year | -7.82 | -5.72 | 137% |
| Returns for 3 years | 0.03 | 23.65 | 0% |
| Returns for 5 years | 5.97 | 45.61 | 13% |
| Returns for 10 years | -1.66 | 44.67 | -4% |
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