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IAAEX vs JVMIX
IAAEX vs JVMIX Comparison
Open Charts IAAEX vs JVMIX
Transamerica Mid Cap Value Opps I2
Price$11.22
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets988.55M
JHancock Disciplined Value Mid Cap I
Price$29.17
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.58B
IAAEX vs JVMIX Comparison Chart in %
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IAAEX vs. JVMIX commentary
Jul 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 IAAEX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IAAEX (989M). IAAEX pays higher dividends than JVMIX: IAAEX (1.48) vs JVMIX (0.78). IAAEX was incepted earlier than JVMIX: IAAEX (11 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than IAAEX (0.74). JVMIX (49.00) and IAAEX (48.00) have comparable annual turnover. IAAEX has a lower initial minimum investment than JVMIX: IAAEX (0) vs JVMIX (250000). JVMIX (-1.41) and IAAEX (-1.43) have marching annual gain over last year. JVMIX return over 5 years is better than : 56.91 vs. IAAEX (16.86).
| IAAEX | JVMIX | IAAEX / JVMIX | |
| Total Expense Ratio | 0.74 | 0.87 | 85% |
| Annual Report Gross Expense Ratio | 0.74 | 0.88 | 84% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 6.026 | 7.941 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 989M | 22.6B | 4% |
| Annual Yield % from dividends | 1.48 | 0.78 | 191% |
| Returns for 1 year | -1.43 | -1.41 | 101% |
| Returns for 3 years | 4.19 | 24.22 | 17% |
| Returns for 5 years | 16.86 | 56.91 | 30% |
| Returns for 10 years | 5.47 | 46.11 | 12% |
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