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ISMSX vs JVMTX
ISMSX vs JVMTX Comparison
Open Charts ISMSX vs JVMTX
VY® American Century Sm-Mid Cp Val S2
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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ISMSX vs JVMTX Comparison Chart
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ISMSX vs. JVMTX commentary
Oct 18, 2024
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. ISMSX (313M). ISMSX pays higher dividends than JVMTX: ISMSX (1.81) vs JVMTX (0.73). ISMSX was incepted earlier than JVMTX: ISMSX (16 years) vs JVMTX (11 years). ISMSX is a more actively managed with annual turnover of: 46.00 vs. JVMTX (41.00). ISMSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 24.58 vs. ISMSX (18.44). JVMTX return over 5 years is better than : 50.20 vs. ISMSX (9.49).
| ISMSX | JVMTX | ISMSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 7.113 | 14.411 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 313M | 23.9B | 1% |
| Annual Yield % from dividends | 1.81 | 0.73 | 249% |
| Returns for 1 year | 18.44 | 24.58 | 75% |
| Returns for 3 years | -19.13 | 9.99 | -191% |
| Returns for 5 years | 9.49 | 50.20 | 19% |
| Returns for 10 years | -4.16 | 75.46 | -6% |
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