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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$27.79
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets655.46M
JHancock Disciplined Value Mid Cap C
Price$27.75
Change-$0.13 (-0.47%)
VolumeN/A
Net Assets24.04B
IIVAX vs JVMCX Comparison Chart in %
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IIVAX vs. JVMCX commentary
Sep 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24B vs. IIVAX (655M). IIVAX pays higher dividends than JVMCX: IIVAX (0.74) vs JVMCX (0.00). IIVAX was incepted earlier than JVMCX: IIVAX (24 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 : -2.45 vs. IIVAX (-5.37). JVMCX return over 5 years is better than : 46.68 vs. IIVAX (29.40).
| IIVAX | JVMCX | IIVAX / JVMCX | |
| Total Expense Ratio | 1.19 | 1.85 | 64% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.415 | 10.198 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 24B | 3% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -5.37 | -2.45 | 219% |
| Returns for 3 years | 2.70 | 19.47 | 14% |
| Returns for 5 years | 29.40 | 46.68 | 63% |
| Returns for 10 years | 15.59 | 47.30 | 33% |
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