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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$25.73
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets637.61M
JHancock Disciplined Value Mid Cap I
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
IIVAX vs JVMIX Comparison Chart
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IIVAX vs. JVMIX commentary
Apr 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.1B vs. IIVAX (638M). JVMIX (0.83) and IIVAX (0.81) have matching dividends . IIVAX was incepted earlier than JVMIX: IIVAX (24 years) vs JVMIX (28 years). IIVAX (1.19) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. IIVAX (32.00). 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 : -8.65 vs. IIVAX (-10.09). JVMIX return over 5 years is better than : 88.14 vs. IIVAX (63.28).
| IIVAX | JVMIX | IIVAX / JVMIX | |
| Total Expense Ratio | 1.19 | 0.87 | 137% |
| Annual Report Gross Expense Ratio | 1.19 | 0.88 | 135% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -2.267 | -1.224 | 185% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 21.1B | 3% |
| Annual Yield % from dividends | 0.81 | 0.83 | 97% |
| Returns for 1 year | -10.09 | -8.65 | 117% |
| Returns for 3 years | -14.47 | -1.89 | 767% |
| Returns for 5 years | 63.28 | 88.14 | 72% |
| Returns for 10 years | -5.21 | 33.26 | -16% |
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