Ad is loading...
ISMSX
Price
$10.65
Change
-$0.03 (-0.28%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
Ad is loading...

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$10.65
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
ISMSX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ISMSX vs. MVCAX 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 MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. ISMSX (311M). ISMSX pays higher dividends than MVCAX: ISMSX (1.81) vs MVCAX (1.16). ISMSX was incepted earlier than MVCAX: ISMSX (16 years) vs MVCAX (23 years). ISMSX is a more actively managed with annual turnover of: 46.00 vs. MVCAX (19.00). ISMSX has a lower initial minimum investment than MVCAX: ISMSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. ISMSX (17.83). MVCAX return over 5 years is better than : 49.25 vs. ISMSX (5.42).
ISMSXMVCAXISMSX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years23 years-
Gain YTD7.61817.80143%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets311M17.9B2%
Annual Yield % from dividends1.811.16156%
Returns for 1 year17.8326.8466%
Returns for 3 years-21.618.55-253%
Returns for 5 years5.4249.2511%
Returns for 10 years-10.7978.64-14%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IEUS54.810.01
+0.02%
iShares MSCI Europe Small-Cap ETF
PSCD111.34N/A
N/A
Invesco S&P SmallCap Cnsmr Discret ETF
EFAX40.39-0.18
-0.44%
SPDR® MSCI EAFE Fssl Ful Free RsrvETF
VT118.52-1.19
-0.99%
Vanguard Total World Stock ETF
EQTY23.77-0.30
-1.26%
Kovitz Core Equity ETF