Ad is loading...
IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$24.37
Change+$0.31 (+1.29%)
VolumeN/A
Net Assets597.04M
JHancock Disciplined Value Mid Cap I
Price$25.65
Change+$0.43 (+1.70%)
VolumeN/A
Net Assets19.84B
IIVAX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.8B vs. IIVAX (597M). 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 : -10.87 vs. IIVAX (-12.67). JVMIX return over 5 years is better than : 53.98 vs. IIVAX (33.75).
| 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 | -7.568 | -6.419 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 19.8B | 3% |
| Annual Yield % from dividends | 0.81 | 0.83 | 97% |
| Returns for 1 year | -12.67 | -10.87 | 117% |
| Returns for 3 years | -17.02 | -4.34 | 392% |
| Returns for 5 years | 33.75 | 53.98 | 63% |
| Returns for 10 years | -10.06 | 25.65 | -39% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers