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IAAEX vs JVMIX
IAAEX vs JVMIX Comparison
Open Charts IAAEX vs JVMIX
Transamerica Mid Cap Value Opps I2
Price$11.06
Change+$0.11 (+1.00%)
VolumeN/A
Net Assets1.1B
JHancock Disciplined Value Mid Cap I
Price$28.20
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
IAAEX vs JVMIX Comparison Chart
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IAAEX vs. JVMIX commentary
Jan 31, 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 StrongBuy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. IAAEX (1.1B). 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 : 4.53 vs. IAAEX (2.02). JVMIX return over 5 years is better than : 31.31 vs. IAAEX (-2.95).
| 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 | 3.107 | 3.673 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 23.1B | 5% |
| Annual Yield % from dividends | 0.96 | 0.84 | 114% |
| Returns for 1 year | 2.02 | 4.53 | 45% |
| Returns for 3 years | -4.37 | 4.68 | -93% |
| Returns for 5 years | -2.95 | 31.31 | -9% |
| Returns for 10 years | 8.70 | 47.20 | 18% |
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