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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$10.21
Change-$0.33 (-3.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
ISMSX vs VMVIX Comparison Chart
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ISMSX vs. VMVIX 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 VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. ISMSX (304M). 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 : 15.40 vs. ISMSX (7.90). VMVIX return over 5 years is better than : 40.88 vs. ISMSX (1.41).
| 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 | 6.507 | 14.787 | 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 | 2.03 | 89% |
| Returns for 1 year | 7.90 | 15.40 | 51% |
| Returns for 3 years | -19.76 | 14.45 | -137% |
| Returns for 5 years | 1.41 | 40.88 | 3% |
| Returns for 10 years | -13.45 | 89.09 | -15% |
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