Interact to see
Advertisement
Advertisement
IAAEX vs JVMSX
IAAEX vs JVMSX Comparison
Open Charts IAAEX vs JVMSX
Transamerica Mid Cap Value Opps I2
Price$11.69
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1B
JHancock Disciplined Value Mid Cap R2
Price$29.79
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets24.02B
IAAEX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IAAEX vs. JVMSX commentary
Aug 28, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24B vs. IAAEX (1B). IAAEX pays higher dividends than JVMSX: IAAEX (1.48) vs JVMSX (0.41). IAAEX was incepted earlier than JVMSX: IAAEX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IAAEX (0.74). JVMSX (49.00) and IAAEX (48.00) have comparable annual turnover. IAAEX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -0.36 vs. IAAEX (-0.84). JVMSX return over 5 years is better than : 49.98 vs. IAAEX (14.95).
| IAAEX | JVMSX | IAAEX / JVMSX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.74 | 1.25 | 59% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 9.322 | 10.780 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 24B | 4% |
| Annual Yield % from dividends | 1.48 | 0.41 | 360% |
| Returns for 1 year | -0.84 | -0.36 | 233% |
| Returns for 3 years | 2.62 | 18.87 | 14% |
| Returns for 5 years | 14.95 | 49.98 | 30% |
| Returns for 10 years | 12.52 | 52.15 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BKDV | 27.61 | 0.08 | +0.29% |
| BNY Mellon Dynamic Value ETF | |||
| PSFJ | 31.98 | 0.07 | +0.21% |
| Pacer Swan SOS Flex (July) ETF | |||
| BBBS | 51.63 | 0.01 | +0.03% |
| BondBloxx BBB Rated 1-5 Yr Corp Bd ETF | |||
| SUB | 107.01 | 0.02 | +0.02% |
| iShares Short-Term National Muni Bd ETF | |||
| VMO | 9.24 | -0.03 | -0.32% |
| Invesco Municipal Opportunity Trust | |||