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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
Transamerica Small/Mid Cap Value A
Price$24.36
Change-$1.37 (-5.32%)
VolumeN/A
Net Assets645.8M
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
IIVAX vs JVMSX Comparison Chart
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IIVAX vs. JVMSX commentary
Apr 04, 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: 21.4B vs. IIVAX (646M). IIVAX pays higher dividends than JVMSX: IIVAX (0.81) vs JVMSX (0.45). IIVAX was incepted earlier than JVMSX: IIVAX (24 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than IIVAX (1.19). JVMSX is a more actively managed with annual turnover of: 47.00 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 : -8.36 vs. IIVAX (-9.29). JVMSX return over 5 years is better than : 87.70 vs. IIVAX (65.14).
| IIVAX | JVMSX | IIVAX / JVMSX | |
| Total Expense Ratio | 1.19 | 1.25 | 95% |
| Annual Report Gross Expense Ratio | 1.19 | 1.26 | 94% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -1.153 | -0.186 | 618% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 646M | 21.4B | 3% |
| Annual Yield % from dividends | 0.81 | 0.45 | 181% |
| Returns for 1 year | -9.29 | -8.36 | 111% |
| Returns for 3 years | -13.26 | -1.41 | 940% |
| Returns for 5 years | 65.14 | 87.70 | 74% |
| Returns for 10 years | -4.47 | 30.55 | -15% |
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