ISMSX
Price
$9.71
Change
-$0.07 (-0.72%)
Updated
Aug 15 closing price
Net Assets
285.25M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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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-$0.07 (-0.72%)
VolumeN/A
Net Assets285.25M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
ISMSX vs MVCAX Comparison Chart in %
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ISMSX vs. MVCAX commentary
Aug 17, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. ISMSX (285M). ISMSX pays higher dividends than MVCAX: ISMSX (1.42) vs MVCAX (0.86). ISMSX was incepted earlier than MVCAX: ISMSX (16 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 : -2.15 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. ISMSX (7.52).
ISMSXMVCAXISMSX / MVCAX
Total Expense Ratio1.250.99126%
Annual Report Gross Expense Ratio1.531.00153%
Fund Existence16 years24 years-
Gain YTD-4.0503.325-122%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets285M17.1B2%
Annual Yield % from dividends1.420.86165%
Returns for 1 year-2.15-3.5261%
Returns for 3 years-10.746.81-158%
Returns for 5 years7.5247.6516%
Returns for 10 years-1.7863.09-3%
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