Ad is loading...
Ad is loading...
IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$30.16
Change-$0.25 (-0.82%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$29.44
Change-$0.22 (-0.74%)
VolumeN/A
CapitalizationN/A
IIVAX vs JVMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVAX vs. JVMCX commentary
Nov 18, 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 Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.8B vs. IIVAX (710M). 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 : 20.18 vs. IIVAX (16.47). JVMCX return over 5 years is better than : 39.35 vs. IIVAX (17.32).
| 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 | 11.538 | 13.580 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 23.8B | 3% |
| Annual Yield % from dividends | 0.80 | 0.01 | 5,597% |
| Returns for 1 year | 16.47 | 20.18 | 82% |
| Returns for 3 years | -10.63 | 4.67 | -227% |
| Returns for 5 years | 17.32 | 39.35 | 44% |
| Returns for 10 years | 5.94 | 49.39 | 12% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers