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ISMSX vs JVMIX
ISMSX vs JVMIX Comparison
Open Charts ISMSX vs JVMIX
VY® American Century Sm-Mid Cp Val S2
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets288.62M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
ISMSX vs JVMIX Comparison Chart in %
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ISMSX vs. JVMIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. ISMSX (289M). ISMSX pays higher dividends than JVMIX: ISMSX (1.77) vs JVMIX (0.74). ISMSX was incepted earlier than JVMIX: ISMSX (17 years) vs JVMIX (28 years). ISMSX (1.53) is less costly to investors than JVMIX (0.86). ISMSX (51.00) and JVMIX (49.00) have comparable annual turnover. ISMSX has a lower initial minimum investment than JVMIX: ISMSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. ISMSX (-1.40). JVMIX return over 5 years is better than : 54.86 vs. ISMSX (11.22).
| ISMSX | JVMIX | ISMSX / JVMIX | |
| Total Expense Ratio | 1.25 | 0.85 | 147% |
| Annual Report Gross Expense Ratio | 1.53 | 0.86 | 178% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -1.876 | 11.985 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 24.3B | 1% |
| Annual Yield % from dividends | 1.77 | 0.74 | 238% |
| Returns for 1 year | -1.40 | 2.91 | -48% |
| Returns for 3 years | 0.59 | 24.95 | 2% |
| Returns for 5 years | 11.22 | 54.86 | 20% |
| Returns for 10 years | 5.63 | 58.60 | 10% |
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