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ISMSX vs VMVAX
ISMSX vs VMVAX Comparison
Open Charts ISMSX vs VMVAX
VY® American Century Sm-Mid Cp Val S2
Price$10.65
Change-$0.03 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
ISMSX vs VMVAX Comparison Chart
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ISMSX vs. VMVAX commentary
Nov 18, 2024
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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. ISMSX (311M). VMVAX pays higher dividends than ISMSX: VMVAX (2.14) vs ISMSX (1.81). ISMSX was incepted earlier than VMVAX: ISMSX (16 years) vs VMVAX (13 years). ISMSX is a more actively managed with annual turnover of: 46.00 vs. VMVAX (22.00). ISMSX has a lower initial minimum investment than VMVAX: ISMSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 27.09 vs. ISMSX (17.83). VMVAX return over 5 years is better than : 47.45 vs. ISMSX (5.42).
| ISMSX | VMVAX | ISMSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 7.618 | 17.355 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 30.9B | 1% |
| Annual Yield % from dividends | 1.81 | 2.14 | 85% |
| Returns for 1 year | 17.83 | 27.09 | 66% |
| Returns for 3 years | -21.61 | 13.54 | -160% |
| Returns for 5 years | 5.42 | 47.45 | 11% |
| Returns for 10 years | -10.79 | 96.84 | -11% |
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