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$9.82
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets274.92M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
ISMSX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISMSX vs. JVMIX commentary
Dec 05, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. ISMSX (275M). ISMSX pays higher dividends than JVMIX: ISMSX (1.80) vs JVMIX (0.74). ISMSX was incepted earlier than JVMIX: ISMSX (17 years) vs JVMIX (29 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 : -5.17 vs. ISMSX (-8.72). JVMIX return over 5 years is better than : 31.86 vs. ISMSX (-5.77).
| 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 | 29 years | - |
| Gain YTD | -2.963 | 12.579 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 24.5B | 1% |
| Annual Yield % from dividends | 1.80 | 0.74 | 245% |
| Returns for 1 year | -8.72 | -5.17 | 168% |
| Returns for 3 years | -8.45 | 15.03 | -56% |
| Returns for 5 years | -5.77 | 31.86 | -18% |
| Returns for 10 years | 0.05 | 50.94 | 0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers