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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$29.57
Change-$0.24 (-0.81%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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IIVAX vs JVMAX Comparison Chart
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IIVAX vs. JVMAX commentary
Sep 21, 2024
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: 23.4B vs. IIVAX (718M). IIVAX pays higher dividends than JVMAX: IIVAX (0.80) vs JVMAX (0.67). IIVAX was incepted earlier than JVMAX: IIVAX (23 years) vs JVMAX (27 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 : 18.94 vs. IIVAX (13.54). JVMAX return over 5 years is better than : 42.03 vs. IIVAX (18.86).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 9.357 | 10.889 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 23.4B | 3% |
| Annual Yield % from dividends | 0.80 | 0.67 | 119% |
| Returns for 1 year | 13.54 | 18.94 | 72% |
| Returns for 3 years | -4.01 | 12.35 | -32% |
| Returns for 5 years | 18.86 | 42.03 | 45% |
| Returns for 10 years | 6.21 | 59.30 | 10% |