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$10.59
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 2.716 | 8.423 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.45 | 0.78 | 186% |
| Returns for 1 year | 6.91 | 3.45 | 200% |
| Returns for 3 years | -13.93 | 23.84 | -58% |
| Returns for 5 years | 25.28 | 62.76 | 40% |
| Returns for 10 years | -14.84 | 48.34 | -31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NVDG | 15.29 | 0.36 | +2.41% |
| Leverage Shares 2X Long Nvda Daily ETF | |||
| SHDG | 30.06 | 0.17 | +0.57% |
| Soundwatch Hedged Equity ETF | |||
| ACWX | 61.25 | 0.16 | +0.26% |
| iShares MSCI ACWI ex US ETF | |||
| NKX | 11.78 | 0.01 | +0.08% |
| Nuveen California AMT-Free Quality Municipal Income Fund | |||
| CIF | 1.75 | -0.01 | -0.57% |
| MFS Intermediate High Income Fund | |||