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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$26.93
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets649.91M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.47B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX commentary
Jul 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: 22.5B vs. IIVAX (650M). IIVAX (0.79) and JVMIX (0.78) 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 is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). 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 : 2.81 vs. IIVAX (-1.45). JVMIX return over 5 years is better than : 61.75 vs. IIVAX (32.86).
| 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 | 3.112 | 7.755 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 22.5B | 3% |
| Annual Yield % from dividends | 0.79 | 0.78 | 101% |
| Returns for 1 year | -1.45 | 2.81 | -52% |
| Returns for 3 years | -0.15 | 23.08 | -1% |
| Returns for 5 years | 32.86 | 61.75 | 53% |
| Returns for 10 years | 0.81 | 47.42 | 2% |
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