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ISMSX vs JVMRX
ISMSX vs JVMRX Comparison
Open Charts ISMSX vs JVMRX
ISMSX vs JVMRX Comparison Chart in %
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ISMSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. ISMSX (264M). ISMSX pays higher dividends than JVMRX: ISMSX (0.80) vs JVMRX (0.74). ISMSX was incepted earlier than JVMRX: ISMSX (18 years) vs JVMRX (15 years). ISMSX (1.61) is less costly to investors than JVMRX (0.75). ISMSX is a more actively managed with annual turnover of: 61.00 vs. JVMRX (48.00). ISMSX has a lower initial minimum investment than JVMRX: ISMSX (0) vs JVMRX (1000000). ISMSX annual gain was more profitable for investors over the last year : 4.86 vs. JVMRX (2.46). JVMRX return over 5 years is better than : 16.49 vs. ISMSX (-16.74).
| ISMSX | JVMRX | ISMSX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.61 | 0.75 | 215% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 6.467 | 13.256 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 23.2B | 1% |
| Annual Yield % from dividends | 0.80 | 0.74 | 108% |
| Returns for 1 year | 4.86 | 2.46 | 197% |
| Returns for 3 years | 15.97 | 21.93 | 73% |
| Returns for 5 years | -16.74 | 16.49 | -101% |
| Returns for 10 years | 8.93 | 61.53 | 15% |
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