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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
Sep 13, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. ISMSX (264M). ISMSX pays higher dividends than JVMIX: ISMSX (0.80) vs JVMIX (0.65). ISMSX was incepted earlier than JVMIX: ISMSX (18 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 : 4.86 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. ISMSX (-16.74).
| ISMSX | JVMIX | ISMSX / JVMIX | |
| Total Expense Ratio | 1.25 | 0.85 | 147% |
| Annual Report Gross Expense Ratio | 1.61 | 0.86 | 187% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 6.467 | 13.178 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 23.2B | 1% |
| Annual Yield % from dividends | 0.80 | 0.65 | 123% |
| Returns for 1 year | 4.86 | 2.36 | 206% |
| Returns for 3 years | 15.97 | 21.56 | 74% |
| Returns for 5 years | -16.74 | 16.01 | -105% |
| Returns for 10 years | 8.93 | 60.41 | 15% |
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