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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$9.82
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets274.92M
ISMSX vs MVCAX Comparison Chart in %
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ISMSX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. ISMSX (275M). ISMSX pays higher dividends than MVCAX: ISMSX (1.80) vs MVCAX (0.83). 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 : -8.72 vs. MVCAX (-9.54). MVCAX return over 5 years is better than : 32.80 vs. ISMSX (-5.77).
| 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 | -2.963 | 5.965 | -50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 17B | 2% |
| Annual Yield % from dividends | 1.80 | 0.83 | 216% |
| Returns for 1 year | -8.72 | -9.54 | 91% |
| Returns for 3 years | -8.45 | 11.01 | -77% |
| Returns for 5 years | -5.77 | 32.80 | -18% |
| Returns for 10 years | 0.05 | 73.95 | 0% |
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