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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$9.71
Change-$0.07 (-0.72%)
VolumeN/A
Net Assets285.25M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
ISMSX vs JVMIX Comparison Chart in %
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ISMSX vs. JVMIX commentary
Aug 19, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. ISMSX (285M). ISMSX pays higher dividends than JVMIX: ISMSX (1.42) vs JVMIX (0.76). 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). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. ISMSX (-2.15). JVMIX return over 5 years is better than : 50.10 vs. ISMSX (7.52).
| 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 | -4.050 | 8.980 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 23.6B | 1% |
| Annual Yield % from dividends | 1.42 | 0.76 | 187% |
| Returns for 1 year | -2.15 | 0.76 | -284% |
| Returns for 3 years | -10.74 | 11.90 | -90% |
| Returns for 5 years | 7.52 | 50.10 | 15% |
| Returns for 10 years | -1.78 | 45.29 | -4% |
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