ISMSX
Price
$10.59
Change
+$0.04 (+0.38%)
Updated
Jul 3 closing price
Net Assets
288.14M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

ISMSX vs JVMTX

Header iconISMSX vs JVMTX Comparison
Open Charts ISMSX vs JVMTXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
ISMSXJVMTXISMSX / JVMTX
Total Expense Ratio1.251.00125%
Annual Report Gross Expense Ratio1.531.11138%
Fund Existence16 years12 years-
Gain YTD2.7168.36132%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets288M22.6B1%
Annual Yield % from dividends1.450.65223%
Returns for 1 year6.913.31209%
Returns for 3 years-13.9323.47-59%
Returns for 5 years25.2861.9641%
Returns for 10 years-14.8446.97-32%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CTASX38.860.64
+1.67%
Calamos Timpani Small Cap Growth A
RICAX62.830.60
+0.96%
American Funds Invmt Co of Amer R1
JABZX10.610.10
+0.95%
JHancock Global Environmental Opps A
ISJBX21.380.18
+0.85%
Voya US Stock Index Port S
SAGWX6.150.05
+0.82%
Touchstone Small Company A