Interact to see
Advertisement
Advertisement
ISMSX vs JVMCX
ISMSX vs JVMCX Comparison
Open Charts ISMSX vs JVMCX
ISMSX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISMSX vs. JVMCX commentary
Jun 24, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.9B vs. ISMSX (265M). ISMSX pays higher dividends than JVMCX: ISMSX (1.66) 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 : 9.86 vs. JVMCX (6.33). JVMCX return over 5 years is better than : 4.62 vs. ISMSX (-13.44).
| 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 | 11.032 | 8.366 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 22.9B | 1% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 9.86 | 6.33 | 156% |
| Returns for 3 years | 5.35 | 16.34 | 33% |
| Returns for 5 years | -13.44 | 4.62 | -291% |
| Returns for 10 years | 8.21 | 48.50 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement