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ISMSX vs JVMRX
ISMSX vs JVMRX Comparison
Open Charts ISMSX vs JVMRX
VY® American Century Sm-Mid Cp Val S2
Price$10.14
Change-$0.12 (-1.17%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
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ISMSX vs JVMRX Comparison Chart
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ISMSX vs. JVMRX commentary
Sep 08, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. ISMSX (308M). ISMSX pays higher dividends than JVMRX: ISMSX (1.81) vs JVMRX (0.93). ISMSX was incepted earlier than JVMRX: ISMSX (16 years) vs JVMRX (13 years). ISMSX is a more actively managed with annual turnover of: 46.00 vs. JVMRX (41.00). ISMSX has a lower initial minimum investment than JVMRX: ISMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 13.59 vs. ISMSX (12.34). JVMRX return over 5 years is better than : 42.69 vs. ISMSX (9.14).
| ISMSX | JVMRX | ISMSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 4.284 | 8.114 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 22.3B | 1% |
| Annual Yield % from dividends | 1.81 | 0.93 | 194% |
| Returns for 1 year | 12.34 | 13.59 | 91% |
| Returns for 3 years | -20.92 | 6.53 | -320% |
| Returns for 5 years | 9.14 | 42.69 | 21% |
| Returns for 10 years | -12.71 | 56.21 | -23% |
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