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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$28.24
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets653.14M
JHancock Disciplined Value Mid Cap R6
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX commentary
Oct 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. IIVAX (653M). JVMRX pays higher dividends than IIVAX: JVMRX (0.84) vs IIVAX (0.74). IIVAX was incepted earlier than JVMRX: IIVAX (25 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 : 0.14 vs. IIVAX (-2.95). JVMRX return over 5 years is better than : 57.63 vs. IIVAX (32.57).
| IIVAX | JVMRX | IIVAX / JVMRX | |
| Total Expense Ratio | 1.19 | 0.74 | 161% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 8.490 | 12.361 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 24.4B | 3% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -2.95 | 0.14 | -2,096% |
| Returns for 3 years | 6.69 | 27.08 | 25% |
| Returns for 5 years | 32.57 | 57.63 | 57% |
| Returns for 10 years | 15.13 | 59.97 | 25% |
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