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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$28.24
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets653.14M
JHancock Disciplined Value Mid Cap I
Price$30.26
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.36B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX commentary
Oct 07, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. IIVAX (653M). IIVAX (0.74) and JVMIX (0.74) have matching dividends . IIVAX was incepted earlier than JVMIX: IIVAX (25 years) vs JVMIX (28 years). IIVAX (1.20) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). IIVAX has a lower initial minimum investment than JVMIX: IIVAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.03 vs. IIVAX (-2.95). JVMIX return over 5 years is better than : 57.08 vs. IIVAX (32.57).
| IIVAX | JVMIX | IIVAX / JVMIX | |
| Total Expense Ratio | 1.19 | 0.85 | 140% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 8.490 | 12.282 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 24.4B | 3% |
| Annual Yield % from dividends | 0.74 | 0.74 | 101% |
| Returns for 1 year | -2.95 | 0.03 | -9,036% |
| Returns for 3 years | 6.69 | 26.83 | 25% |
| Returns for 5 years | 32.57 | 57.08 | 57% |
| Returns for 10 years | 15.13 | 59.02 | 26% |
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