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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$26.66
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets689.89M
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
IIVAX vs JVMIX Comparison Chart
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IIVAX vs. JVMIX commentary
Jan 19, 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: 23.1B vs. IIVAX (690M). 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 : 5.70 vs. IIVAX (1.55). JVMIX return over 5 years is better than : 26.40 vs. IIVAX (3.47).
| IIVAX | JVMIX | IIVAX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.420 | 3.785 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 23.1B | 3% |
| Annual Yield % from dividends | 0.80 | 0.84 | 94% |
| Returns for 1 year | 1.55 | 5.70 | 27% |
| Returns for 3 years | -10.96 | 1.40 | -783% |
| Returns for 5 years | 3.47 | 26.40 | 13% |
| Returns for 10 years | 6.36 | 48.25 | 13% |
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