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IAAEX vs JVMAX
IAAEX vs JVMAX Comparison
Open Charts IAAEX vs JVMAX
Transamerica Mid Cap Value Opps I2
Price$11.69
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1B
JHancock Disciplined Value Mid Cap A
Price$28.28
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets24.02B
IAAEX vs JVMAX Comparison Chart in %
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IAAEX vs. JVMAX commentary
Aug 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 IAAEX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24B vs. IAAEX (1B). IAAEX pays higher dividends than JVMAX: IAAEX (1.48) vs JVMAX (0.57). IAAEX was incepted earlier than JVMAX: IAAEX (11 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than IAAEX (0.74). JVMAX (49.00) and IAAEX (48.00) have comparable annual turnover. IAAEX has a lower initial minimum investment than JVMAX: IAAEX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -0.76 vs. IAAEX (-0.84). JVMAX return over 5 years is better than : 48.90 vs. IAAEX (14.95).
| IAAEX | JVMAX | IAAEX / JVMAX | |
| Total Expense Ratio | 0.74 | 1.10 | 67% |
| Annual Report Gross Expense Ratio | 0.74 | 1.11 | 67% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 9.322 | 10.897 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 24B | 4% |
| Annual Yield % from dividends | 1.48 | 0.57 | 262% |
| Returns for 1 year | -0.84 | -0.76 | 110% |
| Returns for 3 years | 2.62 | 18.11 | 14% |
| Returns for 5 years | 14.95 | 48.90 | 31% |
| Returns for 10 years | 12.52 | 50.11 | 25% |
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