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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$26.86
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets612.01M
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
IIVAX vs JVMAX Comparison Chart in %
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IIVAX vs. JVMAX commentary
Nov 20, 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: 23.5B vs. IIVAX (612M). IIVAX pays higher dividends than JVMAX: IIVAX (0.76) vs JVMAX (0.56). IIVAX was incepted earlier than JVMAX: IIVAX (25 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 : -7.23 vs. IIVAX (-10.08). JVMAX return over 5 years is better than : 30.06 vs. IIVAX (10.10).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.10 | 108% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 3.573 | 7.592 | 47% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 23.5B | 3% |
| Annual Yield % from dividends | 0.76 | 0.56 | 135% |
| Returns for 1 year | -10.08 | -7.23 | 140% |
| Returns for 3 years | -3.11 | 11.06 | -28% |
| Returns for 5 years | 10.10 | 30.06 | 34% |
| Returns for 10 years | 4.32 | 39.59 | 11% |
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