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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$9.77
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets281.61M
Vanguard Mid-Cap Value Index Admiral
Price$89.16
Change-$0.19 (-0.21%)
VolumeN/A
Net Assets32.03B
ISMSX vs VMVAX Comparison Chart in %
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ISMSX vs. VMVAX commentary
Sep 17, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. ISMSX (282M). VMVAX pays higher dividends than ISMSX: VMVAX (2.15) vs ISMSX (1.77). ISMSX was incepted earlier than VMVAX: ISMSX (17 years) vs VMVAX (14 years). ISMSX (1.53) is less costly to investors than VMVAX (0.07). ISMSX is a more actively managed with annual turnover of: 51.00 vs. VMVAX (19.00). 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 : 4.45 vs. ISMSX (-3.91). VMVAX return over 5 years is better than : 66.70 vs. ISMSX (10.69).
| ISMSX | VMVAX | ISMSX / VMVAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 1.53 | 0.07 | 2,186% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -3.260 | 6.714 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 32B | 1% |
| Annual Yield % from dividends | 1.77 | 2.15 | 82% |
| Returns for 1 year | -3.91 | 4.45 | -88% |
| Returns for 3 years | -0.45 | 30.22 | -1% |
| Returns for 5 years | 10.69 | 66.70 | 16% |
| Returns for 10 years | 5.53 | 102.84 | 5% |
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