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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
Transamerica Small/Mid Cap Value A
Price$26.66
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets689.89M
JHancock Disciplined Value Mid Cap R2
Price$27.82
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
IIVAX vs JVMSX Comparison Chart
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IIVAX vs. JVMSX commentary
Jan 19, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. IIVAX (690M). IIVAX pays higher dividends than JVMSX: IIVAX (0.80) vs JVMSX (0.52). IIVAX was incepted earlier than JVMSX: IIVAX (24 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. IIVAX (32.00). JVMSX has a lower initial minimum investment than IIVAX: JVMSX (0) vs IIVAX (1000). JVMSX annual gain was more profitable for investors over the last year : 5.25 vs. IIVAX (1.55). JVMSX return over 5 years is better than : 24.73 vs. IIVAX (3.47).
| IIVAX | JVMSX | IIVAX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 2.420 | 3.767 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 23.1B | 3% |
| Annual Yield % from dividends | 0.80 | 0.52 | 152% |
| Returns for 1 year | 1.55 | 5.25 | 30% |
| Returns for 3 years | -10.96 | 0.55 | -1,988% |
| Returns for 5 years | 3.47 | 24.73 | 14% |
| Returns for 10 years | 6.36 | 44.47 | 14% |
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