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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$24.37
Change+$0.31 (+1.29%)
VolumeN/A
Net Assets597.04M
JHancock Disciplined Value Mid Cap C
Price$24.00
Change+$0.40 (+1.69%)
VolumeN/A
Net Assets19.84B
IIVAX vs JVMCX Comparison Chart
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IIVAX vs. JVMCX commentary
Apr 25, 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: 19.8B vs. IIVAX (597M). 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. JVMCX (-12.37) and IIVAX (-12.67) have marching annual gain over last year. JVMCX return over 5 years is better than : 47.16 vs. IIVAX (33.75).
| 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 | -7.568 | -6.719 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 19.8B | 3% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -12.67 | -12.37 | 102% |
| Returns for 3 years | -17.02 | -7.22 | 236% |
| Returns for 5 years | 33.75 | 47.16 | 72% |
| Returns for 10 years | -10.06 | 14.86 | -68% |
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