ISMSX
Price
$9.90
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
275.27M
MVCAX
Price
$30.48
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
16.83B
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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$9.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.27M
MFS Mid Cap Value A
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.83B
ISMSX vs MVCAX Comparison Chart in %
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ISMSX vs. MVCAX commentary
Dec 28, 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 MVCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B 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 (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 : -1.74 vs. ISMSX (-3.02). MVCAX return over 5 years is better than : 23.93 vs. ISMSX (-5.26).
ISMSXMVCAXISMSX / MVCAX
Total Expense Ratio1.250.99126%
Annual Report Gross Expense Ratio1.531.00153%
Fund Existence17 years24 years-
Gain YTD-2.173-0.652333%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets275M16.8B2%
Annual Yield % from dividends1.800.83216%
Returns for 1 year-3.02-1.74173%
Returns for 3 years-3.9613.98-28%
Returns for 5 years-5.2623.93-22%
Returns for 10 years2.3372.863%
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