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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$10.21
Change-$0.33 (-3.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
ISMSX vs VMVAX Comparison Chart
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ISMSX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. ISMSX (304M). 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 : 15.41 vs. ISMSX (7.90). VMVAX return over 5 years is better than : 40.94 vs. ISMSX (1.41).
| 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 | 6.507 | 14.833 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 32.8B | 1% |
| Annual Yield % from dividends | 1.81 | 2.14 | 85% |
| Returns for 1 year | 7.90 | 15.41 | 51% |
| Returns for 3 years | -19.76 | 14.48 | -137% |
| Returns for 5 years | 1.41 | 40.94 | 3% |
| Returns for 10 years | -13.45 | 89.30 | -15% |
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