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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$25.73
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets637.61M
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
IIVAX vs JVMCX Comparison Chart
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IIVAX vs. JVMCX commentary
Apr 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: 21.4B vs. IIVAX (638M). 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 (1.19). JVMCX is a more actively managed with annual turnover of: 47.00 vs. IIVAX (32.00). IIVAX (1000) and JVMCX (1000) have matching initial minimum investment requirements. IIVAX (-10.09) and JVMCX (-10.16) have marching annual gain over last year. JVMCX return over 5 years is better than : 79.77 vs. IIVAX (63.28).
| IIVAX | JVMCX | IIVAX / JVMCX | |
| Total Expense Ratio | 1.19 | 1.87 | 64% |
| Annual Report Gross Expense Ratio | 1.19 | 1.88 | 63% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -2.267 | -1.462 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 21.4B | 3% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -10.09 | -10.16 | 99% |
| Returns for 3 years | -14.47 | -4.83 | 299% |
| Returns for 5 years | 63.28 | 79.77 | 79% |
| Returns for 10 years | -5.21 | 21.87 | -24% |
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