IIVAX
Price
$27.02
Change
+$0.16 (+0.60%)
Updated
Jul 10 closing price
Net Assets
649.65M
JVMRX
Price
$29.34
Change
+$0.15 (+0.51%)
Updated
Jul 10 closing price
Net Assets
22.6B
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IIVAX vs JVMRX

Header iconIIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRXBanner chart's image
Transamerica Small/Mid Cap Value A
Price$27.02
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets649.65M
JHancock Disciplined Value Mid Cap R6
Price$29.34
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets22.6B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX commentary
Jul 11, 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 JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IIVAX (650M). JVMRX pays higher dividends than IIVAX: JVMRX (0.88) vs IIVAX (0.79). IIVAX was incepted earlier than JVMRX: IIVAX (24 years) vs JVMRX (14 years). IIVAX (1.20) is less costly to investors than JVMRX (0.76). 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 : 3.13 vs. IIVAX (-1.59). JVMRX return over 5 years is better than : 65.53 vs. IIVAX (34.40).
IIVAXJVMRXIIVAX / JVMRX
Total Expense Ratio1.190.75159%
Annual Report Gross Expense Ratio1.200.76158%
Fund Existence24 years14 years-
Gain YTD3.1898.35238%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets650M22.6B3%
Annual Yield % from dividends0.790.8889%
Returns for 1 year-1.593.13-51%
Returns for 3 years0.9524.864%
Returns for 5 years34.4065.5352%
Returns for 10 years0.1247.450%
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