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ISMSX vs MVCAX
ISMSX vs MVCAX Comparison
Open Charts ISMSX vs MVCAX
VY® American Century Sm-Mid Cp Val S2
Price$10.21
Change-$0.33 (-3.13%)
VolumeN/A
CapitalizationN/A
ISMSX vs MVCAX Comparison Chart
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ISMSX vs. MVCAX commentary
Dec 19, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. ISMSX (304M). 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). ISMSX annual gain was more profitable for investors over the last year : 7.90 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. ISMSX (1.41).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 6.507 | 5.872 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 17.5B | 2% |
| Annual Yield % from dividends | 1.81 | 1.16 | 156% |
| Returns for 1 year | 7.90 | 7.20 | 110% |
| Returns for 3 years | -19.76 | 5.74 | -344% |
| Returns for 5 years | 1.41 | 32.46 | 4% |
| Returns for 10 years | -13.45 | 68.25 | -20% |
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