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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$9.40
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets262.94M
JHancock Disciplined Value Mid Cap A
Price$27.35
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets23.44B
ISMSX vs JVMAX Comparison Chart in %
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ISMSX vs. JVMAX commentary
Nov 20, 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: 23.4B vs. ISMSX (263M). ISMSX pays higher dividends than JVMAX: ISMSX (1.85) vs JVMAX (0.56). 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 : -7.80 vs. ISMSX (-10.67). JVMAX return over 5 years is better than : 28.75 vs. ISMSX (-6.10).
| 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 | -7.113 | 7.356 | -97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 23.4B | 1% |
| Annual Yield % from dividends | 1.85 | 0.56 | 331% |
| Returns for 1 year | -10.67 | -7.80 | 137% |
| Returns for 3 years | -10.14 | 10.81 | -94% |
| Returns for 5 years | -6.10 | 28.75 | -21% |
| Returns for 10 years | -4.40 | 39.29 | -11% |
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