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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$25.69
Change+$0.26 (+1.02%)
VolumeN/A
Net Assets623.92M
JHancock Disciplined Value Mid Cap C
Price$26.03
Change+$0.25 (+0.97%)
VolumeN/A
Net Assets21.45B
IIVAX vs JVMCX Comparison Chart
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IIVAX vs. JVMCX commentary
Jun 07, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. IIVAX (624M). IIVAX pays higher dividends than JVMCX: IIVAX (0.81) 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 (47.00) and IIVAX (46.00) have comparable annual turnover. IIVAX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -4.66 vs. IIVAX (-7.97). JVMCX return over 5 years is better than : 33.39 vs. IIVAX (14.87).
| 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 | -2.305 | 1.897 | -121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 21.5B | 3% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -7.97 | -4.66 | 171% |
| Returns for 3 years | -14.19 | 1.47 | -964% |
| Returns for 5 years | 14.87 | 33.39 | 45% |
| Returns for 10 years | -5.00 | 25.96 | -19% |
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