Ad is loading...
IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$24.37
Change+$0.31 (+1.29%)
VolumeN/A
Net Assets597.04M
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
IIVAX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVAX vs. JVMAX commentary
Apr 25, 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: 19.8B vs. IIVAX (597M). 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 : -11.62 vs. IIVAX (-12.67). JVMAX return over 5 years is better than : 50.79 vs. IIVAX (33.75).
| 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 | -7.568 | -6.491 | 117% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 19.8B | 3% |
| Annual Yield % from dividends | 0.81 | 0.61 | 132% |
| Returns for 1 year | -12.67 | -11.62 | 109% |
| Returns for 3 years | -17.02 | -5.75 | 296% |
| Returns for 5 years | 33.75 | 50.79 | 66% |
| Returns for 10 years | -10.06 | 20.78 | -48% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GDIV | 14.22 | 0.26 | +1.83% |
| Harbor Dividend Growth Leaders ETF | |||
| IDV | 32.04 | 0.41 | +1.30% |
| iShares International Select Div ETF | |||
| HEZU | 38.45 | 0.47 | +1.24% |
| iShares Currency Hedged MSCI Eurozn ETF | |||
| PSMR | 26.79 | 0.27 | +1.02% |
| Pacer Swan SOS Moderate (April) ETF | |||
| EUM | 25.67 | -0.38 | -1.45% |
| ProShares Short MSCI Emerging Markets | |||