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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$10.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.10
Change-$0.02 (-0.02%)
VolumeN/A
CapitalizationN/A
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ISMSX vs VMVAX Comparison Chart
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ISMSX vs. VMVAX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.2B vs. ISMSX (313M). 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 : 29.27 vs. ISMSX (18.44). VMVAX return over 5 years is better than : 52.90 vs. ISMSX (9.49).
| 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 | 7.113 | 17.595 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 313M | 31.2B | 1% |
| Annual Yield % from dividends | 1.81 | 2.14 | 85% |
| Returns for 1 year | 18.44 | 29.27 | 63% |
| Returns for 3 years | -19.13 | 17.87 | -107% |
| Returns for 5 years | 9.49 | 52.90 | 18% |
| Returns for 10 years | -4.16 | 114.85 | -4% |
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