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ISMSX vs JVMAX
ISMSX vs JVMAX Comparison
Open Charts ISMSX vs JVMAX
VY® American Century Sm-Mid Cp Val S2
Price$10.08
Change-$0.16 (-1.56%)
VolumeN/A
Net Assets275.72M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
ISMSX vs JVMAX Comparison Chart
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ISMSX vs. JVMAX commentary
Jun 16, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. ISMSX (276M). ISMSX pays higher dividends than JVMAX: ISMSX (1.48) vs JVMAX (0.60). ISMSX was incepted earlier than JVMAX: ISMSX (16 years) vs JVMAX (28 years). ISMSX (1.53) is less costly to investors than JVMAX (1.13). ISMSX is a more actively managed with annual turnover of: 51.00 vs. JVMAX (47.00). ISMSX has a lower initial minimum investment than JVMAX: ISMSX (0) vs JVMAX (1000). ISMSX annual gain was more profitable for investors over the last year : 1.45 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. ISMSX (19.24).
| ISMSX | JVMAX | ISMSX / JVMAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.53 | 1.13 | 135% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -2.231 | 2.360 | -95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.5B | 1% |
| Annual Yield % from dividends | 1.48 | 0.60 | 248% |
| Returns for 1 year | 1.45 | -3.68 | -39% |
| Returns for 3 years | -17.62 | 15.06 | -117% |
| Returns for 5 years | 19.24 | 48.97 | 39% |
| Returns for 10 years | -20.31 | 31.57 | -64% |
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