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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$10.21
Change-$0.33 (-3.13%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
ISMSX vs JVMTX Comparison Chart
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ISMSX vs. JVMTX commentary
Dec 19, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. ISMSX (304M). 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 : 11.00 vs. ISMSX (7.90). JVMTX return over 5 years is better than : 41.32 vs. ISMSX (1.41).
| 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 | 6.507 | 13.021 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 23.4B | 1% |
| Annual Yield % from dividends | 1.81 | 0.73 | 249% |
| Returns for 1 year | 7.90 | 11.00 | 72% |
| Returns for 3 years | -19.76 | 17.45 | -113% |
| Returns for 5 years | 1.41 | 41.32 | 3% |
| Returns for 10 years | -13.45 | 59.48 | -23% |
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