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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$9.59
Change-$0.06 (-0.62%)
VolumeN/A
Net Assets269.55M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
ISMSX vs JVMIX Comparison Chart in %
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ISMSX vs. JVMIX commentary
Nov 14, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. ISMSX (270M). ISMSX pays higher dividends than JVMIX: ISMSX (1.85) vs JVMIX (0.75). 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 : -6.53 vs. ISMSX (-9.28). JVMIX return over 5 years is better than : 36.37 vs. ISMSX (-2.84).
| 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 | -5.236 | 9.796 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 24.2B | 1% |
| Annual Yield % from dividends | 1.85 | 0.75 | 245% |
| Returns for 1 year | -9.28 | -6.53 | 142% |
| Returns for 3 years | -8.07 | 15.24 | -53% |
| Returns for 5 years | -2.84 | 36.37 | -8% |
| Returns for 10 years | -1.59 | 50.51 | -3% |
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