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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$10.02
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets275.77M
ISMSX vs MVCAX Comparison Chart
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ISMSX vs. MVCAX commentary
May 23, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. ISMSX (276M). ISMSX pays higher dividends than MVCAX: ISMSX (1.51) vs MVCAX (0.93). 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 : -1.68 vs. MVCAX (-7.18). MVCAX return over 5 years is better than : 59.35 vs. ISMSX (25.28).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.53 | 1.00 | 153% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -2.522 | -2.934 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 16.6B | 2% |
| Annual Yield % from dividends | 1.51 | 0.93 | 162% |
| Returns for 1 year | -1.68 | -7.18 | 23% |
| Returns for 3 years | -21.96 | 5.86 | -375% |
| Returns for 5 years | 25.28 | 59.35 | 43% |
| Returns for 10 years | -20.38 | 51.03 | -40% |
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