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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$10.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.85M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.66B
ISMSX vs JVMSX Comparison Chart
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ISMSX vs. JVMSX commentary
Jun 13, 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: 21.7B vs. ISMSX (280M). ISMSX pays higher dividends than JVMSX: ISMSX (1.48) vs JVMSX (0.43). 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 is a more actively managed with annual turnover of: 51.00 vs. JVMSX (47.00). ISMSX (0) and JVMSX (0) have matching initial minimum investment requirements. ISMSX annual gain was more profitable for investors over the last year : 2.45 vs. JVMSX (-2.89). JVMSX return over 5 years is better than : 51.34 vs. ISMSX (21.14).
| 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 | -0.679 | 3.133 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 21.7B | 1% |
| Annual Yield % from dividends | 1.48 | 0.43 | 341% |
| Returns for 1 year | 2.45 | -2.89 | -85% |
| Returns for 3 years | -16.77 | 16.43 | -102% |
| Returns for 5 years | 21.14 | 51.34 | 41% |
| Returns for 10 years | -18.58 | 35.08 | -53% |
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