ISMSX
Price
$10.33
Change
+$0.63 (+6.49%)
Updated
Feb 3 closing price
Net Assets
283.46M
MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
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ISMSX vs MVCAX

Header iconISMSX vs MVCAX Comparison
Open Charts ISMSX vs MVCAXBanner chart's image
VY® American Century Sm-Mid Cp Val S2
Price$10.33
Change+$0.63 (+6.49%)
VolumeN/A
Net Assets283.46M
MFS Mid Cap Value A
Price$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
ISMSX vs MVCAX Comparison Chart in %
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ISMSX vs. MVCAX commentary
Feb 04, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. ISMSX (283M). ISMSX pays higher dividends than MVCAX: ISMSX (1.72) vs MVCAX (1.20). 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 (24.00). ISMSX has a lower initial minimum investment than MVCAX: ISMSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.90 vs. ISMSX (-0.25). MVCAX return over 5 years is better than : 23.95 vs. ISMSX (-6.48).
ISMSXMVCAXISMSX / MVCAX
Total Expense Ratio1.250.99126%
Annual Report Gross Expense Ratio1.531.00153%
Fund Existence17 years24 years-
Gain YTD5.5164.789115%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets283M17.1B2%
Annual Yield % from dividends1.721.20143%
Returns for 1 year-0.251.90-13%
Returns for 3 years-7.3811.13-66%
Returns for 5 years-6.4823.95-27%
Returns for 10 years17.2699.0917%
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