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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
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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. ISMSX (271M). ISMSX pays higher dividends than JVMIX: ISMSX (1.60) vs JVMIX (0.68). 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 : 8.33 vs. JVMIX (6.21). JVMIX return over 5 years is better than : 13.89 vs. ISMSX (-10.21).
| 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 | 14.913 | 11.795 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 23.3B | 1% |
| Annual Yield % from dividends | 1.60 | 0.68 | 234% |
| Returns for 1 year | 8.33 | 6.21 | 134% |
| Returns for 3 years | 4.51 | 17.79 | 25% |
| Returns for 5 years | -10.21 | 13.89 | -74% |
| Returns for 10 years | 6.12 | 58.60 | 10% |
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