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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$10.59
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
ISMSX vs JVMTX Comparison Chart in %
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ISMSX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. ISMSX (288M). ISMSX pays higher dividends than JVMTX: ISMSX (1.45) vs JVMTX (0.65). 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 : 6.91 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. ISMSX (25.28).
| 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 | 2.716 | 8.361 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.45 | 0.65 | 223% |
| Returns for 1 year | 6.91 | 3.31 | 209% |
| Returns for 3 years | -13.93 | 23.47 | -59% |
| Returns for 5 years | 25.28 | 61.96 | 41% |
| Returns for 10 years | -14.84 | 46.97 | -32% |
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