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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$27.96
Change-$0.30 (-1.06%)
VolumeN/A
Net Assets649M
JHancock Disciplined Value Mid Cap R6
Price$30.35
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX commentary
Sep 15, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IIVAX (649M). JVMRX pays higher dividends than IIVAX: JVMRX (0.84) vs IIVAX (0.74). IIVAX was incepted earlier than JVMRX: IIVAX (24 years) vs JVMRX (14 years). IIVAX (1.20) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). IIVAX has a lower initial minimum investment than JVMRX: IIVAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.63 vs. IIVAX (-1.67). JVMRX return over 5 years is better than : 58.77 vs. IIVAX (32.79).
| IIVAX | JVMRX | IIVAX / JVMRX | |
| Total Expense Ratio | 1.19 | 0.74 | 161% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.415 | 12.658 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 24.2B | 3% |
| Annual Yield % from dividends | 0.74 | 0.84 | 88% |
| Returns for 1 year | -1.67 | 3.63 | -46% |
| Returns for 3 years | 2.22 | 23.75 | 9% |
| Returns for 5 years | 32.79 | 58.77 | 56% |
| Returns for 10 years | 13.00 | 59.75 | 22% |
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