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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
Aug 03, 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: 23.6B vs. ISMSX (274M). ISMSX pays higher dividends than JVMIX: ISMSX (1.56) vs JVMIX (0.66). 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 : 11.53 vs. JVMIX (8.75). JVMIX return over 5 years is better than : 15.79 vs. ISMSX (-9.64).
| 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 | 16.854 | 14.270 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 23.6B | 1% |
| Annual Yield % from dividends | 1.56 | 0.66 | 235% |
| Returns for 1 year | 11.53 | 8.75 | 132% |
| Returns for 3 years | 4.07 | 18.93 | 22% |
| Returns for 5 years | -9.64 | 15.79 | -61% |
| Returns for 10 years | 9.46 | 62.51 | 15% |
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