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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$26.66
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets689.89M
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
IIVAX vs JVMAX Comparison Chart
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IIVAX vs. JVMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IIVAX (690M). IIVAX pays higher dividends than JVMAX: IIVAX (0.80) vs JVMAX (0.67). IIVAX was incepted earlier than JVMAX: IIVAX (24 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IIVAX (32.00). IIVAX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 4.82 vs. IIVAX (1.55). JVMAX return over 5 years is better than : 23.77 vs. IIVAX (3.47).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.420 | 3.777 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 23.1B | 3% |
| Annual Yield % from dividends | 0.80 | 0.67 | 119% |
| Returns for 1 year | 1.55 | 4.82 | 32% |
| Returns for 3 years | -10.96 | -0.09 | 12,458% |
| Returns for 5 years | 3.47 | 23.77 | 15% |
| Returns for 10 years | 6.36 | 42.53 | 15% |
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