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ISMSX vs JVMCX
ISMSX vs JVMCX Comparison
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ISMSX vs JVMCX Comparison Chart in %
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ISMSX vs. JVMCX commentary
Jul 14, 2026
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 Buy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. ISMSX (271M). ISMSX pays higher dividends than JVMCX: ISMSX (1.60) vs JVMCX (0.00). ISMSX was incepted earlier than JVMCX: ISMSX (17 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than ISMSX (1.61). ISMSX is a more actively managed with annual turnover of: 61.00 vs. JVMCX (48.00). ISMSX has a lower initial minimum investment than JVMCX: ISMSX (0) vs JVMCX (1000). ISMSX annual gain was more profitable for investors over the last year : 8.33 vs. JVMCX (4.60). JVMCX return over 5 years is better than : 7.38 vs. ISMSX (-10.21).
| ISMSX | JVMCX | ISMSX / JVMCX | |
| Total Expense Ratio | 1.25 | 1.85 | 68% |
| Annual Report Gross Expense Ratio | 1.61 | 1.86 | 87% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 14.913 | 11.220 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 23.3B | 1% |
| Annual Yield % from dividends | 1.60 | 0.00 | - |
| Returns for 1 year | 8.33 | 4.60 | 181% |
| Returns for 3 years | 4.51 | 12.78 | 35% |
| Returns for 5 years | -10.21 | 7.38 | -138% |
| Returns for 10 years | 6.12 | 43.64 | 14% |
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