Ad is loading...
ISMSX vs VMVAX
ISMSX vs VMVAX Comparison
Open Charts ISMSX vs VMVAX
VY® American Century Sm-Mid Cp Val S2
Price$10.74
Change+$0.12 (+1.13%)
VolumeN/A
Net Assets302.77M
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
ISMSX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISMSX vs. VMVAX commentary
Jan 31, 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 StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. ISMSX (303M). 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 : 16.15 vs. ISMSX (9.50). VMVAX return over 5 years is better than : 42.66 vs. ISMSX (5.71).
| 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 | 3.007 | 2.232 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 30.1B | 1% |
| Annual Yield % from dividends | 1.81 | 2.14 | 85% |
| Returns for 1 year | 9.50 | 16.15 | 59% |
| Returns for 3 years | -20.54 | 13.83 | -149% |
| Returns for 5 years | 5.71 | 42.66 | 13% |
| Returns for 10 years | -11.89 | 90.92 | -13% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers