ISMSX
Price
$9.71
Change
+$0.11 (+1.15%)
Updated
Oct 20 closing price
Net Assets
273.44M
MVCAX
Price
$32.15
Change
+$0.37 (+1.16%)
Updated
Oct 20 closing price
Net Assets
16.89B
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ISMSX vs MVCAX

Header iconISMSX vs MVCAX Comparison
Open Charts ISMSX vs MVCAXBanner chart's image
VY® American Century Sm-Mid Cp Val S2
Price$9.71
Change+$0.11 (+1.15%)
VolumeN/A
Net Assets273.44M
MFS Mid Cap Value A
Price$32.15
Change+$0.37 (+1.16%)
VolumeN/A
Net Assets16.89B
ISMSX vs MVCAX Comparison Chart in %
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ISMSX vs. MVCAX commentary
Oct 21, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. ISMSX (273M). ISMSX pays higher dividends than MVCAX: ISMSX (1.79) vs MVCAX (0.84). 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 annual gain was more profitable for investors over the last year : -7.82 vs. MVCAX (-9.48). MVCAX return over 5 years is better than : 45.74 vs. ISMSX (5.97).
ISMSXMVCAXISMSX / MVCAX
Total Expense Ratio1.250.99126%
Annual Report Gross Expense Ratio1.531.00153%
Fund Existence17 years24 years-
Gain YTD-5.1373.585-143%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets273M16.9B2%
Annual Yield % from dividends1.790.84214%
Returns for 1 year-7.82-9.4883%
Returns for 3 years0.0320.740%
Returns for 5 years5.9745.7413%
Returns for 10 years-1.6669.79-2%
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