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ISMSX vs JVMRX
ISMSX vs JVMRX Comparison
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ISMSX vs JVMRX Comparison Chart in %
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ISMSX vs. JVMRX commentary
Jun 24, 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: 22.9B vs. ISMSX (265M). ISMSX pays higher dividends than JVMRX: ISMSX (1.66) vs JVMRX (0.81). 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 : 8.78 vs. JVMRX (7.59). JVMRX return over 5 years is better than : 10.89 vs. ISMSX (-14.20).
| 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 | 11.032 | 9.250 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 22.9B | 1% |
| Annual Yield % from dividends | 1.66 | 0.81 | 206% |
| Returns for 1 year | 8.78 | 7.59 | 116% |
| Returns for 3 years | 5.35 | 22.28 | 24% |
| Returns for 5 years | -14.20 | 10.89 | -130% |
| Returns for 10 years | 8.21 | 65.64 | 13% |
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