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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$27.79
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets655.46M
JHancock Disciplined Value Mid Cap A
Price$28.02
Change-$0.13 (-0.46%)
VolumeN/A
Net Assets24.04B
IIVAX vs JVMAX Comparison Chart in %
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IIVAX vs. JVMAX commentary
Sep 04, 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 IIVAX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24B vs. IIVAX (655M). IIVAX pays higher dividends than JVMAX: IIVAX (0.74) vs JVMAX (0.55). IIVAX was incepted earlier than JVMAX: IIVAX (24 years) vs JVMAX (28 years). IIVAX (1.20) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). IIVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). IIVAX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -1.66 vs. IIVAX (-5.37). JVMAX return over 5 years is better than : 50.25 vs. IIVAX (29.40).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.10 | 108% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 7.415 | 10.740 | 69% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 24B | 3% |
| Annual Yield % from dividends | 0.74 | 0.55 | 134% |
| Returns for 1 year | -5.37 | -1.66 | 323% |
| Returns for 3 years | 2.70 | 21.35 | 13% |
| Returns for 5 years | 29.40 | 50.25 | 59% |
| Returns for 10 years | 15.59 | 54.93 | 28% |
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