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ISMSX vs JVMTX
ISMSX vs JVMTX Comparison
Open Charts ISMSX vs JVMTX
VY® American Century Sm-Mid Cp Val S2
Price$10.08
Change-$0.16 (-1.56%)
VolumeN/A
Net Assets275.72M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
ISMSX vs JVMTX Comparison Chart
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ISMSX vs. JVMTX commentary
Jun 16, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. ISMSX (276M). ISMSX pays higher dividends than JVMTX: ISMSX (1.48) vs JVMTX (0.67). ISMSX was incepted earlier than JVMTX: ISMSX (16 years) vs JVMTX (12 years). ISMSX (1.53) is less costly to investors than JVMTX (1.11). ISMSX is a more actively managed with annual turnover of: 51.00 vs. JVMTX (47.00). ISMSX (0) and JVMTX (0) have matching initial minimum investment requirements. ISMSX annual gain was more profitable for investors over the last year : 1.45 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. ISMSX (19.24).
| ISMSX | JVMTX | ISMSX / JVMTX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.53 | 1.11 | 138% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -2.231 | 2.453 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 21.5B | 1% |
| Annual Yield % from dividends | 1.48 | 0.67 | 220% |
| Returns for 1 year | 1.45 | -3.01 | -48% |
| Returns for 3 years | -17.62 | 16.50 | -107% |
| Returns for 5 years | 19.24 | 51.48 | 37% |
| Returns for 10 years | -20.31 | 35.66 | -57% |
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