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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$25.73
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets637.61M
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
IIVAX vs JVMAX Comparison Chart
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IIVAX vs. JVMAX commentary
Apr 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.1B vs. IIVAX (638M). IIVAX pays higher dividends than JVMAX: IIVAX (0.81) vs JVMAX (0.61). IIVAX was incepted earlier than JVMAX: IIVAX (24 years) vs JVMAX (28 years). IIVAX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IIVAX (32.00). 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 : -9.43 vs. IIVAX (-10.09). JVMAX return over 5 years is better than : 84.10 vs. IIVAX (63.28).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.12 | 106% |
| Annual Report Gross Expense Ratio | 1.19 | 1.13 | 105% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -2.267 | -1.298 | 175% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 21.1B | 3% |
| Annual Yield % from dividends | 0.81 | 0.61 | 132% |
| Returns for 1 year | -10.09 | -9.43 | 107% |
| Returns for 3 years | -14.47 | -3.39 | 427% |
| Returns for 5 years | 63.28 | 84.10 | 75% |
| Returns for 10 years | -5.21 | 28.12 | -19% |
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