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ISMSX vs VMVIX
ISMSX vs VMVIX Comparison
Open Charts ISMSX vs VMVIX
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 Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
ISMSX vs VMVIX Comparison Chart
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ISMSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. ISMSX (311M). VMVIX pays higher dividends than ISMSX: VMVIX (2.03) vs ISMSX (1.81). ISMSX was incepted earlier than VMVIX: ISMSX (16 years) vs VMVIX (18 years). ISMSX is a more actively managed with annual turnover of: 46.00 vs. VMVIX (22.00). ISMSX has a lower initial minimum investment than VMVIX: ISMSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 27.06 vs. ISMSX (17.83). VMVIX return over 5 years is better than : 47.37 vs. ISMSX (5.42).
| ISMSX | VMVIX | ISMSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 7.618 | 17.315 | 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 | 2.03 | 89% |
| Returns for 1 year | 17.83 | 27.06 | 66% |
| Returns for 3 years | -21.61 | 13.52 | -160% |
| Returns for 5 years | 5.42 | 47.37 | 11% |
| Returns for 10 years | -10.79 | 96.63 | -11% |