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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$30.08
Change-$0.34 (-1.12%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
IIVAX vs JVMAX Comparison Chart
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IIVAX vs. JVMAX commentary
Dec 19, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. IIVAX (712M). 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 : 10.66 vs. IIVAX (9.02). JVMAX return over 5 years is better than : 39.81 vs. IIVAX (17.72).
| 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 | 11.243 | 12.851 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 23.4B | 3% |
| Annual Yield % from dividends | 0.80 | 0.67 | 119% |
| Returns for 1 year | 9.02 | 10.66 | 85% |
| Returns for 3 years | -6.73 | 16.69 | -40% |
| Returns for 5 years | 17.72 | 39.81 | 45% |
| Returns for 10 years | 5.05 | 55.64 | 9% |
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