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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$26.50
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets629.42M
JHancock Disciplined Value Mid Cap A
Price$27.26
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.23B
IIVAX vs JVMAX Comparison Chart in %
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IIVAX vs. JVMAX commentary
Aug 10, 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: 23.2B vs. IIVAX (629M). IIVAX pays higher dividends than JVMAX: IIVAX (0.78) vs JVMAX (0.57). IIVAX was incepted earlier than JVMAX: IIVAX (24 years) vs JVMAX (28 years). IIVAX (1.20) is less costly to investors than JVMAX (1.13). 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 : 1.09 vs. IIVAX (-6.36). JVMAX return over 5 years is better than : 47.43 vs. IIVAX (21.59).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.12 | 106% |
| Annual Report Gross Expense Ratio | 1.20 | 1.13 | 106% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.614 | 7.238 | 22% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 23.2B | 3% |
| Annual Yield % from dividends | 0.78 | 0.57 | 138% |
| Returns for 1 year | -6.36 | 1.09 | -582% |
| Returns for 3 years | -6.33 | 13.98 | -45% |
| Returns for 5 years | 21.59 | 47.43 | 46% |
| Returns for 10 years | 1.35 | 38.93 | 3% |
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