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IAAEX vs JVMIX
IAAEX vs JVMIX Comparison
Open Charts IAAEX vs JVMIX
Transamerica Mid Cap Value Opps I2
Price$11.87
Change-$0.13 (-1.08%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.97
Change-$0.37 (-1.18%)
VolumeN/A
CapitalizationN/A
IAAEX vs JVMIX Comparison Chart
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IAAEX vs. JVMIX commentary
Dec 18, 2024
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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. IAAEX (1.18B). IAAEX pays higher dividends than JVMIX: IAAEX (0.96) vs JVMIX (0.84). IAAEX was incepted earlier than JVMIX: IAAEX (11 years) vs JVMIX (28 years). IAAEX is a more actively managed with annual turnover of: 44.00 vs. JVMIX (41.00). IAAEX has a lower initial minimum investment than JVMIX: IAAEX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 11.12 vs. IAAEX (7.00). JVMIX return over 5 years is better than : 42.01 vs. IAAEX (2.80).
| IAAEX | JVMIX | IAAEX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.899 | 13.153 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.7B | 5% |
| Annual Yield % from dividends | 0.96 | 0.84 | 114% |
| Returns for 1 year | 7.00 | 11.12 | 63% |
| Returns for 3 years | -18.74 | 17.73 | -106% |
| Returns for 5 years | 2.80 | 42.01 | 7% |
| Returns for 10 years | 13.04 | 60.93 | 21% |
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