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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$9.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.27M
JHancock Disciplined Value Mid Cap A
Price$26.19
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.95B
ISMSX vs JVMAX Comparison Chart in %
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ISMSX vs. JVMAX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. ISMSX (275M). ISMSX pays higher dividends than JVMAX: ISMSX (1.80) vs JVMAX (0.55). ISMSX was incepted earlier than JVMAX: ISMSX (17 years) vs JVMAX (29 years). ISMSX (1.53) is less costly to investors than JVMAX (1.11). ISMSX (51.00) and JVMAX (49.00) have comparable annual turnover. ISMSX has a lower initial minimum investment than JVMAX: ISMSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 1.83 vs. ISMSX (-3.02). JVMAX return over 5 years is better than : 20.76 vs. ISMSX (-5.26).
| ISMSX | JVMAX | ISMSX / JVMAX | |
| Total Expense Ratio | 1.25 | 1.10 | 114% |
| Annual Report Gross Expense Ratio | 1.53 | 1.11 | 138% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | -2.173 | 3.029 | -72% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 23.9B | 1% |
| Annual Yield % from dividends | 1.80 | 0.55 | 330% |
| Returns for 1 year | -3.02 | 1.83 | -165% |
| Returns for 3 years | -3.96 | 14.22 | -28% |
| Returns for 5 years | -5.26 | 20.76 | -25% |
| Returns for 10 years | 2.33 | 43.92 | 5% |
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