IIVAX
Price
$26.12
Change
-$0.31 (-1.17%)
Updated
Feb 21 closing price
Net Assets
661.63M
JVMIX
Price
$27.51
Change
-$0.48 (-1.71%)
Updated
Feb 21 closing price
Net Assets
22.49B
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IIVAX vs JVMIX

Header iconIIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIXBanner chart's image
Transamerica Small/Mid Cap Value A
Price$26.12
Change-$0.31 (-1.17%)
VolumeN/A
Net Assets661.63M
JHancock Disciplined Value Mid Cap I
Price$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.49B
IIVAX vs JVMIX Comparison Chart
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IIVAX vs. JVMIX commentary
Feb 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. IIVAX (662M). JVMIX pays higher dividends than IIVAX: JVMIX (0.84) vs IIVAX (0.80). IIVAX was incepted earlier than JVMIX: IIVAX (24 years) vs JVMIX (28 years). JVMIX is a more actively managed with annual turnover of: 41.00 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 : -1.78 vs. IIVAX (-4.13). JVMIX return over 5 years is better than : 25.32 vs. IIVAX (2.83).
IIVAXJVMIXIIVAX / JVMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years28 years-
Gain YTD0.3462.07817%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets662M22.5B3%
Annual Yield % from dividends0.800.8494%
Returns for 1 year-4.13-1.78232%
Returns for 3 years-9.303.80-245%
Returns for 5 years2.8325.3211%
Returns for 10 years-1.3937.52-4%
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