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ISMSX vs JVMIX
ISMSX vs JVMIX Comparison
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ISMSX vs JVMIX Comparison Chart in %
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ISMSX vs. JVMIX 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 Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. ISMSX (265M). ISMSX pays higher dividends than JVMIX: ISMSX (1.66) vs JVMIX (0.71). ISMSX was incepted earlier than JVMIX: ISMSX (17 years) vs JVMIX (29 years). ISMSX (1.61) is less costly to investors than JVMIX (0.86). ISMSX is a more actively managed with annual turnover of: 61.00 vs. JVMIX (48.00). ISMSX has a lower initial minimum investment than JVMIX: ISMSX (0) vs JVMIX (250000). ISMSX annual gain was more profitable for investors over the last year : 8.78 vs. JVMIX (7.52). JVMIX return over 5 years is better than : 10.43 vs. ISMSX (-14.20).
| ISMSX | JVMIX | ISMSX / JVMIX | |
| Total Expense Ratio | 1.25 | 0.85 | 147% |
| Annual Report Gross Expense Ratio | 1.61 | 0.86 | 187% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 11.032 | 9.210 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 22.9B | 1% |
| Annual Yield % from dividends | 1.66 | 0.71 | 234% |
| Returns for 1 year | 8.78 | 7.52 | 117% |
| Returns for 3 years | 5.35 | 21.90 | 24% |
| Returns for 5 years | -14.20 | 10.43 | -136% |
| Returns for 10 years | 8.21 | 64.53 | 13% |
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