Interact to see
Advertisement
Advertisement
ISMSX vs MVCAX
ISMSX vs MVCAX Comparison
Open Charts ISMSX vs MVCAX
ISMSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISMSX vs. MVCAX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. ISMSX (271M). ISMSX pays higher dividends than MVCAX: ISMSX (1.60) vs MVCAX (1.11). ISMSX was incepted earlier than MVCAX: ISMSX (17 years) vs MVCAX (25 years). ISMSX (1.61) is less costly to investors than MVCAX (0.98). ISMSX is a more actively managed with annual turnover of: 61.00 vs. MVCAX (24.00). ISMSX has a lower initial minimum investment than MVCAX: ISMSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 9.45 vs. ISMSX (8.33). MVCAX return over 5 years is better than : 17.60 vs. ISMSX (-10.21).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.97 | 129% |
| Annual Report Gross Expense Ratio | 1.61 | 0.98 | 164% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 14.913 | 13.136 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 17.2B | 2% |
| Annual Yield % from dividends | 1.60 | 1.11 | 144% |
| Returns for 1 year | 8.33 | 9.45 | 88% |
| Returns for 3 years | 4.51 | 20.06 | 22% |
| Returns for 5 years | -10.21 | 17.60 | -58% |
| Returns for 10 years | 6.12 | 82.57 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement