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IAAEX vs JVMIX
IAAEX vs JVMIX Comparison
Open Charts IAAEX vs JVMIX
Transamerica Mid Cap Value Opps I2
Price$10.44
Change+$0.12 (+1.16%)
VolumeN/A
Net Assets956.31M
JHancock Disciplined Value Mid Cap I
Price$25.65
Change+$0.43 (+1.70%)
VolumeN/A
Net Assets19.84B
IAAEX vs JVMIX Comparison Chart
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IAAEX vs. JVMIX commentary
Apr 25, 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: 19.8B vs. IAAEX (956M). IAAEX pays higher dividends than JVMIX: IAAEX (1.51) vs JVMIX (0.83). 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). IAAEX (48.00) and JVMIX (47.00) have comparable annual turnover. IAAEX has a lower initial minimum investment than JVMIX: IAAEX (0) vs JVMIX (250000). IAAEX annual gain was more profitable for investors over the last year : -6.35 vs. JVMIX (-10.87). JVMIX return over 5 years is better than : 53.98 vs. IAAEX (23.51).
| 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 | -2.825 | -6.419 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 956M | 19.8B | 5% |
| Annual Yield % from dividends | 1.51 | 0.83 | 182% |
| Returns for 1 year | -6.35 | -10.87 | 58% |
| Returns for 3 years | -11.45 | -4.34 | 264% |
| Returns for 5 years | 23.51 | 53.98 | 44% |
| Returns for 10 years | -4.09 | 25.65 | -16% |
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