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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$10.02
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets275.77M
JHancock Disciplined Value Mid Cap R2
Price$27.08
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets21.3B
ISMSX vs JVMSX Comparison Chart
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ISMSX vs. JVMSX commentary
May 23, 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: 21.3B vs. ISMSX (276M). ISMSX pays higher dividends than JVMSX: ISMSX (1.51) vs JVMSX (0.46). 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 : -1.68 vs. JVMSX (-6.30). JVMSX return over 5 years is better than : 56.37 vs. ISMSX (25.28).
| 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 | -2.522 | 1.082 | -233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.3B | 1% |
| Annual Yield % from dividends | 1.51 | 0.46 | 331% |
| Returns for 1 year | -1.68 | -6.30 | 27% |
| Returns for 3 years | -21.96 | 7.95 | -276% |
| Returns for 5 years | 25.28 | 56.37 | 45% |
| Returns for 10 years | -20.38 | 30.46 | -67% |
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