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ISMSX vs JVMIX
ISMSX vs JVMIX Comparison
Open Charts ISMSX vs JVMIX
VY® American Century Sm-Mid Cp Val S2
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$31.35
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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ISMSX vs JVMIX Comparison Chart
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ISMSX vs. JVMIX commentary
Oct 18, 2024
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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. ISMSX (313M). ISMSX pays higher dividends than JVMIX: ISMSX (1.81) vs JVMIX (0.84). ISMSX was incepted earlier than JVMIX: ISMSX (16 years) vs JVMIX (27 years). ISMSX is a more actively managed with annual turnover of: 46.00 vs. JVMIX (41.00). ISMSX has a lower initial minimum investment than JVMIX: ISMSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 22.33 vs. ISMSX (18.44). JVMIX return over 5 years is better than : 50.78 vs. ISMSX (9.49).
| ISMSX | JVMIX | ISMSX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 7.113 | 14.432 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 313M | 23.9B | 1% |
| Annual Yield % from dividends | 1.81 | 0.84 | 215% |
| Returns for 1 year | 18.44 | 22.33 | 83% |
| Returns for 3 years | -19.13 | 10.11 | -189% |
| Returns for 5 years | 9.49 | 50.78 | 19% |
| Returns for 10 years | -4.16 | 78.76 | -5% |
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