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ISMSX vs MVCAX
ISMSX vs MVCAX Comparison
Open Charts ISMSX vs MVCAX
VY® American Century Sm-Mid Cp Val S2
Price$9.60
Change+$0.07 (+0.73%)
VolumeN/A
Net Assets273.44M
ISMSX vs MVCAX Comparison Chart in %
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ISMSX vs. MVCAX commentary
Oct 19, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. ISMSX (273M). ISMSX pays higher dividends than MVCAX: ISMSX (1.79) vs MVCAX (0.84). ISMSX was incepted earlier than MVCAX: ISMSX (17 years) vs MVCAX (24 years). ISMSX (1.53) is less costly to investors than MVCAX (1.00). ISMSX is a more actively managed with annual turnover of: 51.00 vs. MVCAX (27.00). ISMSX has a lower initial minimum investment than MVCAX: ISMSX (0) vs MVCAX (1000). ISMSX annual gain was more profitable for investors over the last year : -7.73 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. ISMSX (5.00).
| ISMSX | MVCAX | ISMSX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.53 | 1.00 | 153% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -5.137 | 3.585 | -143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 16.9B | 2% |
| Annual Yield % from dividends | 1.79 | 0.84 | 214% |
| Returns for 1 year | -7.73 | -9.14 | 85% |
| Returns for 3 years | -0.65 | 20.07 | -3% |
| Returns for 5 years | 5.00 | 44.40 | 11% |
| Returns for 10 years | -0.95 | 70.98 | -1% |
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