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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$25.63
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets627.16M
JHancock Disciplined Value Mid Cap R6
Price$27.80
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets21.57B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX commentary
Jun 20, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.6B vs. IIVAX (627M). JVMRX pays higher dividends than IIVAX: JVMRX (0.91) vs IIVAX (0.81). 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 : -2.09 vs. IIVAX (-5.92). JVMRX return over 5 years is better than : 53.24 vs. IIVAX (25.71).
| IIVAX | JVMRX | IIVAX / JVMRX | |
| Total Expense Ratio | 1.19 | 0.75 | 159% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -1.537 | 3.192 | -48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 21.6B | 3% |
| Annual Yield % from dividends | 0.81 | 0.91 | 89% |
| Returns for 1 year | -5.92 | -2.09 | 283% |
| Returns for 3 years | -0.92 | 21.98 | -4% |
| Returns for 5 years | 25.71 | 53.24 | 48% |
| Returns for 10 years | -6.03 | 38.04 | -16% |
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