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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$9.65
Change+$0.61 (+6.75%)
VolumeN/A
Net Assets251.11M
ISMSX vs MVCAX Comparison Chart
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ISMSX vs. MVCAX commentary
Apr 11, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 14.6B vs. ISMSX (251M). ISMSX pays higher dividends than MVCAX: ISMSX (1.45) vs MVCAX (0.90). ISMSX was incepted earlier than MVCAX: ISMSX (16 years) vs MVCAX (24 years). ISMSX (1.54) is less costly to investors than MVCAX (1.00). ISMSX is a more actively managed with annual turnover of: 46.00 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 : -12.07 vs. MVCAX (-17.72). MVCAX return over 5 years is better than : 43.61 vs. ISMSX (13.62).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.54 | 1.00 | 154% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -12.318 | -14.733 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 14.6B | 2% |
| Annual Yield % from dividends | 1.45 | 0.90 | 162% |
| Returns for 1 year | -12.07 | -17.72 | 68% |
| Returns for 3 years | -33.03 | -12.26 | 269% |
| Returns for 5 years | 13.62 | 43.61 | 31% |
| Returns for 10 years | -28.43 | 33.68 | -84% |
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