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ISMSX vs JVMCX
ISMSX vs JVMCX Comparison
Open Charts ISMSX vs JVMCX
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 C
Price$28.11
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets24.35B
ISMSX vs JVMCX Comparison Chart in %
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ISMSX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. ISMSX (282M). ISMSX pays higher dividends than JVMCX: ISMSX (1.77) vs JVMCX (0.00). ISMSX was incepted earlier than JVMCX: ISMSX (17 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than ISMSX (1.53). ISMSX (51.00) and JVMCX (49.00) have comparable annual turnover. ISMSX has a lower initial minimum investment than JVMCX: ISMSX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -0.39 vs. ISMSX (-3.91). JVMCX return over 5 years is better than : 47.41 vs. ISMSX (10.69).
| ISMSX | JVMCX | ISMSX / JVMCX | |
| Total Expense Ratio | 1.25 | 1.85 | 68% |
| Annual Report Gross Expense Ratio | 1.53 | 1.86 | 82% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -3.260 | 11.383 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 24.3B | 1% |
| Annual Yield % from dividends | 1.77 | 0.00 | - |
| Returns for 1 year | -3.91 | -0.39 | 1,006% |
| Returns for 3 years | -0.45 | 21.90 | -2% |
| Returns for 5 years | 10.69 | 47.41 | 23% |
| Returns for 10 years | 5.53 | 46.41 | 12% |
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