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IAAEX vs JVMIX
IAAEX vs JVMIX Comparison
Open Charts IAAEX vs JVMIX
Transamerica Mid Cap Value Opps I2
Price$10.87
Change+$0.09 (+0.83%)
VolumeN/A
Net Assets967.77M
JHancock Disciplined Value Mid Cap I
Price$27.85
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
IAAEX vs JVMIX Comparison Chart
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IAAEX vs. JVMIX commentary
Jun 07, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. IAAEX (968M). IAAEX pays higher dividends than JVMIX: IAAEX (1.52) vs JVMIX (0.80). 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 : -2.00 vs. JVMIX (-3.11). JVMIX return over 5 years is better than : 39.58 vs. IAAEX (5.92).
| 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 | 1.507 | 2.301 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 21.5B | 5% |
| Annual Yield % from dividends | 1.52 | 0.80 | 189% |
| Returns for 1 year | -2.00 | -3.11 | 64% |
| Returns for 3 years | -10.13 | 4.57 | -222% |
| Returns for 5 years | 5.92 | 39.58 | 15% |
| Returns for 10 years | 2.33 | 37.69 | 6% |
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