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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$29.12
Change-$0.96 (-3.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$28.15
Change-$0.89 (-3.06%)
VolumeN/A
CapitalizationN/A
IIVAX vs JVMCX Comparison Chart
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IIVAX vs. JVMCX 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. IIVAX (703M). IIVAX pays higher dividends than JVMCX: IIVAX (0.80) vs JVMCX (0.01). IIVAX was incepted earlier than JVMCX: IIVAX (24 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. IIVAX (32.00). IIVAX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 9.81 vs. IIVAX (9.02). JVMCX return over 5 years is better than : 36.55 vs. IIVAX (17.72).
| IIVAX | JVMCX | IIVAX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 11.243 | 12.037 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 23.4B | 3% |
| Annual Yield % from dividends | 0.80 | 0.01 | 5,597% |
| Returns for 1 year | 9.02 | 9.81 | 92% |
| Returns for 3 years | -6.73 | 14.98 | -45% |
| Returns for 5 years | 17.72 | 36.55 | 48% |
| Returns for 10 years | 5.05 | 48.11 | 10% |
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