Interact to see
Advertisement
Advertisement
ISMSX vs JVMIX
ISMSX vs JVMIX Comparison
Open Charts ISMSX vs JVMIX
VY® American Century Sm-Mid Cp Val S2
Price$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets287.5M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
ISMSX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISMSX vs. JVMIX commentary
Jul 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. ISMSX (287M). 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 (51.00) and JVMIX (49.00) have comparable annual turnover. 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 : 2.31 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. ISMSX (22.23).
| ISMSX | JVMIX | ISMSX / JVMIX | |
| Total Expense Ratio | 1.25 | 0.87 | 144% |
| Annual Report Gross Expense Ratio | 1.53 | 0.88 | 174% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 3.880 | 9.314 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 23.1B | 1% |
| Annual Yield % from dividends | 1.45 | 0.78 | 186% |
| Returns for 1 year | 2.31 | 1.20 | 192% |
| Returns for 3 years | -14.94 | 21.47 | -70% |
| Returns for 5 years | 22.23 | 58.07 | 38% |
| Returns for 10 years | -12.63 | 50.28 | -25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers