Interact to see
Advertisement
Advertisement
ISMSX vs MVCAX
ISMSX vs MVCAX Comparison
Open Charts ISMSX vs MVCAX
VY® American Century Sm-Mid Cp Val S2
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets262.94M
ISMSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISMSX vs. MVCAX commentary
Nov 20, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. ISMSX (263M). ISMSX pays higher dividends than MVCAX: ISMSX (1.85) vs MVCAX (0.85). ISMSX was incepted earlier than MVCAX: ISMSX (17 years) vs MVCAX (24 years). ISMSX (1.53) is less costly to investors than MVCAX (1.00). ISMSX is a more actively managed with annual turnover of: 51.00 vs. MVCAX (27.00). ISMSX has a lower initial minimum investment than MVCAX: ISMSX (0) vs MVCAX (1000). ISMSX (-10.67) and MVCAX (-10.74) have marching annual gain over last year. MVCAX return over 5 years is better than : 32.02 vs. ISMSX (-6.10).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.53 | 1.00 | 153% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -7.113 | 1.825 | -390% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 16.4B | 2% |
| Annual Yield % from dividends | 1.85 | 0.85 | 217% |
| Returns for 1 year | -10.67 | -10.74 | 99% |
| Returns for 3 years | -10.14 | 9.71 | -104% |
| Returns for 5 years | -6.10 | 32.02 | -19% |
| Returns for 10 years | -4.40 | 66.32 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers