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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$10.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.85M
ISMSX vs MVCAX Comparison Chart
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ISMSX vs. MVCAX commentary
Jun 13, 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: 16.8B vs. ISMSX (280M). ISMSX pays higher dividends than MVCAX: ISMSX (1.48) vs MVCAX (0.89). 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 : 2.45 vs. MVCAX (-3.88). MVCAX return over 5 years is better than : 53.80 vs. ISMSX (21.14).
| 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 | -0.679 | -0.913 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 16.8B | 2% |
| Annual Yield % from dividends | 1.48 | 0.89 | 165% |
| Returns for 1 year | 2.45 | -3.88 | -63% |
| Returns for 3 years | -16.77 | 13.85 | -121% |
| Returns for 5 years | 21.14 | 53.80 | 39% |
| Returns for 10 years | -18.58 | 56.25 | -33% |
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