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ISMSX vs JVMSX
ISMSX vs JVMSX Comparison
Open Charts ISMSX vs JVMSX
VY® American Century Sm-Mid Cp Val S2
Price$9.71
Change-$0.07 (-0.72%)
VolumeN/A
Net Assets285.25M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
ISMSX vs JVMSX Comparison Chart in %
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ISMSX vs. JVMSX commentary
Aug 17, 2025
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. ISMSX (285M). ISMSX pays higher dividends than JVMSX: ISMSX (1.42) vs JVMSX (0.41). ISMSX was incepted earlier than JVMSX: ISMSX (16 years) vs JVMSX (13 years). ISMSX (1.53) is less costly to investors than JVMSX (1.26). ISMSX (51.00) and JVMSX (49.00) have comparable annual turnover. ISMSX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. ISMSX (-2.15). JVMSX return over 5 years is better than : 48.09 vs. ISMSX (7.52).
| ISMSX | JVMSX | ISMSX / JVMSX | |
| Total Expense Ratio | 1.25 | 1.25 | 100% |
| Annual Report Gross Expense Ratio | 1.53 | 1.26 | 121% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | -4.050 | 8.728 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 23.6B | 1% |
| Annual Yield % from dividends | 1.42 | 0.41 | 346% |
| Returns for 1 year | -2.15 | 0.34 | -632% |
| Returns for 3 years | -10.74 | 10.96 | -98% |
| Returns for 5 years | 7.52 | 48.09 | 16% |
| Returns for 10 years | -1.78 | 41.60 | -4% |
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