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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$26.93
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets649.91M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.47B
IIVAX vs JVMCX Comparison Chart in %
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IIVAX vs. JVMCX commentary
Jul 04, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. IIVAX (650M). IIVAX pays higher dividends than JVMCX: IIVAX (0.79) vs JVMCX (0.00). IIVAX was incepted earlier than JVMCX: IIVAX (24 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than IIVAX (1.20). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). IIVAX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 1.16 vs. IIVAX (-1.45). JVMCX return over 5 years is better than : 54.52 vs. IIVAX (32.86).
| IIVAX | JVMCX | IIVAX / JVMCX | |
| Total Expense Ratio | 1.19 | 1.87 | 64% |
| Annual Report Gross Expense Ratio | 1.20 | 1.88 | 64% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.112 | 7.233 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 22.5B | 3% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -1.45 | 1.16 | -125% |
| Returns for 3 years | -0.15 | 19.38 | -1% |
| Returns for 5 years | 32.86 | 54.52 | 60% |
| Returns for 10 years | 0.81 | 34.79 | 2% |
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