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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$10.65
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
ISMSX vs JVMTX Comparison Chart
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ISMSX vs. JVMTX commentary
Nov 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: 23.8B vs. ISMSX (311M). 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 : 21.44 vs. ISMSX (17.83). JVMTX return over 5 years is better than : 44.38 vs. ISMSX (5.42).
| 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 | 7.618 | 14.484 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 23.8B | 1% |
| Annual Yield % from dividends | 1.81 | 0.73 | 249% |
| Returns for 1 year | 17.83 | 21.44 | 83% |
| Returns for 3 years | -21.61 | 7.23 | -299% |
| Returns for 5 years | 5.42 | 44.38 | 12% |
| Returns for 10 years | -10.79 | 60.91 | -18% |
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