ISMSX
Price
$10.59
Change
+$0.04 (+0.38%)
Updated
Jul 3 closing price
Net Assets
288.14M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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ISMSX vs JVMIX

Header iconISMSX vs JVMIX Comparison
Open Charts ISMSX vs JVMIXBanner chart's image
VY® American Century Sm-Mid Cp Val S2
Price$10.59
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
ISMSX vs JVMIX Comparison Chart in %
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ISMSX vs. JVMIX commentary
Jul 07, 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 JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. ISMSX (288M). ISMSX pays higher dividends than JVMIX: ISMSX (1.45) vs JVMIX (0.78). ISMSX was incepted earlier than JVMIX: ISMSX (16 years) vs JVMIX (28 years). ISMSX (1.53) is less costly to investors than JVMIX (0.88). ISMSX is a more actively managed with annual turnover of: 51.00 vs. JVMIX (47.00). ISMSX has a lower initial minimum investment than JVMIX: ISMSX (0) vs JVMIX (250000). ISMSX annual gain was more profitable for investors over the last year : 6.91 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. ISMSX (25.28).
ISMSXJVMIXISMSX / JVMIX
Total Expense Ratio1.250.87144%
Annual Report Gross Expense Ratio1.530.88174%
Fund Existence16 years28 years-
Gain YTD2.7168.42332%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets288M22.6B1%
Annual Yield % from dividends1.450.78186%
Returns for 1 year6.913.45200%
Returns for 3 years-13.9323.84-58%
Returns for 5 years25.2862.7640%
Returns for 10 years-14.8448.34-31%
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