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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$26.86
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets612.01M
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
IIVAX vs JVMCX Comparison Chart in %
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IIVAX vs. JVMCX 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. IIVAX (612M). IIVAX pays higher dividends than JVMCX: IIVAX (0.76) vs JVMCX (0.00). IIVAX was incepted earlier than JVMCX: IIVAX (25 years) vs JVMCX (14 years). JVMCX (1.86) 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 : -7.96 vs. IIVAX (-10.08). JVMCX return over 5 years is better than : 26.91 vs. IIVAX (10.10).
| IIVAX | JVMCX | IIVAX / JVMCX | |
| Total Expense Ratio | 1.19 | 1.85 | 64% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 3.573 | 6.877 | 52% |
| Front Load | 6% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -10.08 | -7.96 | 127% |
| Returns for 3 years | -3.11 | 9.36 | -33% |
| Returns for 5 years | 10.10 | 26.91 | 38% |
| Returns for 10 years | 4.32 | 32.70 | 13% |
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