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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
Transamerica Small/Mid Cap Value A
Price$26.12
Change-$0.31 (-1.17%)
VolumeN/A
Net Assets661.63M
JHancock Disciplined Value Mid Cap R2
Price$27.35
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
IIVAX vs JVMSX Comparison Chart
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IIVAX vs. JVMSX commentary
Feb 23, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. IIVAX (662M). 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 : -2.24 vs. IIVAX (-4.13). JVMSX return over 5 years is better than : 23.61 vs. IIVAX (2.83).
| 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 | 0.346 | 2.014 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 22.5B | 3% |
| Annual Yield % from dividends | 0.80 | 0.52 | 152% |
| Returns for 1 year | -4.13 | -2.24 | 184% |
| Returns for 3 years | -9.30 | 2.90 | -321% |
| Returns for 5 years | 2.83 | 23.61 | 12% |
| Returns for 10 years | -1.39 | 33.94 | -4% |
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