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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$25.69
Change+$0.26 (+1.02%)
VolumeN/A
Net Assets623.92M
JHancock Disciplined Value Mid Cap I
Price$27.85
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
IIVAX vs JVMIX Comparison Chart
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IIVAX vs. JVMIX commentary
Jun 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. IIVAX (624M). IIVAX (0.81) and JVMIX (0.80) have matching dividends . IIVAX was incepted earlier than JVMIX: IIVAX (24 years) vs JVMIX (28 years). IIVAX (1.20) is less costly to investors than JVMIX (0.88). JVMIX (47.00) and IIVAX (46.00) have comparable annual turnover. 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 : -3.11 vs. IIVAX (-7.97). JVMIX return over 5 years is better than : 39.58 vs. IIVAX (14.87).
| IIVAX | JVMIX | IIVAX / JVMIX | |
| Total Expense Ratio | 1.19 | 0.87 | 137% |
| Annual Report Gross Expense Ratio | 1.20 | 0.88 | 136% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -2.305 | 2.301 | -100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 21.5B | 3% |
| Annual Yield % from dividends | 0.81 | 0.80 | 101% |
| Returns for 1 year | -7.97 | -3.11 | 256% |
| Returns for 3 years | -14.19 | 4.57 | -311% |
| Returns for 5 years | 14.87 | 39.58 | 38% |
| Returns for 10 years | -5.00 | 37.69 | -13% |
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