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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$10.74
Change+$0.12 (+1.13%)
VolumeN/A
Net Assets302.77M
ISMSX vs MVCAX Comparison Chart
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ISMSX vs. MVCAX commentary
Jan 31, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. ISMSX (303M). 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 (9.88) and ISMSX (9.50) have marching annual gain over last year. MVCAX return over 5 years is better than : 37.75 vs. ISMSX (5.71).
| 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 | 3.007 | 4.172 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 17.6B | 2% |
| Annual Yield % from dividends | 1.81 | 1.16 | 156% |
| Returns for 1 year | 9.50 | 9.88 | 96% |
| Returns for 3 years | -20.54 | 6.84 | -300% |
| Returns for 5 years | 5.71 | 37.75 | 15% |
| Returns for 10 years | -11.89 | 74.85 | -16% |
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