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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. ISMSX (274M). ISMSX pays higher dividends than JVMRX: ISMSX (1.56) vs JVMRX (0.75). ISMSX was incepted earlier than JVMRX: ISMSX (17 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 : 11.53 vs. JVMRX (8.86). JVMRX return over 5 years is better than : 16.31 vs. ISMSX (-9.64).
| ISMSX | JVMRX | ISMSX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.61 | 0.75 | 215% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 16.854 | 14.348 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 23.6B | 1% |
| Annual Yield % from dividends | 1.56 | 0.75 | 206% |
| Returns for 1 year | 11.53 | 8.86 | 130% |
| Returns for 3 years | 4.07 | 19.29 | 21% |
| Returns for 5 years | -9.64 | 16.31 | -59% |
| Returns for 10 years | 9.46 | 63.73 | 15% |
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