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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
Transamerica Small/Mid Cap Value A
Price$26.50
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets629.42M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
IIVAX vs JVMSX Comparison Chart in %
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IIVAX vs. JVMSX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IIVAX (629M). IIVAX pays higher dividends than JVMSX: IIVAX (0.78) vs JVMSX (0.41). IIVAX was incepted earlier than JVMSX: IIVAX (24 years) vs JVMSX (13 years). JVMSX (1.26) and IIVAX (1.20) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). 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 : 1.29 vs. IIVAX (-6.36). JVMSX return over 5 years is better than : 48.26 vs. IIVAX (21.59).
| IIVAX | JVMSX | IIVAX / JVMSX | |
| Total Expense Ratio | 1.19 | 1.25 | 95% |
| Annual Report Gross Expense Ratio | 1.20 | 1.26 | 95% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 1.614 | 6.938 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 23.2B | 3% |
| Annual Yield % from dividends | 0.78 | 0.41 | 190% |
| Returns for 1 year | -6.36 | 1.29 | -492% |
| Returns for 3 years | -6.33 | 14.48 | -44% |
| Returns for 5 years | 21.59 | 48.26 | 45% |
| Returns for 10 years | 1.35 | 40.54 | 3% |
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