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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$9.40
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets262.94M
JHancock Disciplined Value Mid Cap C
Price$27.04
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.44B
ISMSX vs JVMCX Comparison Chart in %
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ISMSX vs. JVMCX 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. ISMSX (263M). ISMSX pays higher dividends than JVMCX: ISMSX (1.85) 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 : -8.54 vs. ISMSX (-10.67). JVMCX return over 5 years is better than : 25.73 vs. ISMSX (-6.10).
| 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 | -7.113 | 6.680 | -106% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -10.67 | -8.54 | 125% |
| Returns for 3 years | -10.14 | 9.16 | -111% |
| Returns for 5 years | -6.10 | 25.73 | -24% |
| Returns for 10 years | -4.40 | 32.45 | -14% |
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