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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
Transamerica Small/Mid Cap Value A
Price$27.79
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets655.46M
JHancock Disciplined Value Mid Cap R2
Price$29.52
Change-$0.14 (-0.47%)
VolumeN/A
Net Assets24.04B
IIVAX vs JVMSX Comparison Chart in %
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IIVAX vs. JVMSX commentary
Sep 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24B vs. IIVAX (655M). IIVAX pays higher dividends than JVMSX: IIVAX (0.74) vs JVMSX (0.40). IIVAX was incepted earlier than JVMSX: IIVAX (24 years) vs JVMSX (14 years). JVMSX (1.25) 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 : -1.25 vs. IIVAX (-5.37). JVMSX return over 5 years is better than : 51.44 vs. IIVAX (29.40).
| IIVAX | JVMSX | IIVAX / JVMSX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.20 | 1.25 | 96% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.415 | 10.630 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 24B | 3% |
| Annual Yield % from dividends | 0.74 | 0.40 | 185% |
| Returns for 1 year | -5.37 | -1.25 | 428% |
| Returns for 3 years | 2.70 | 22.10 | 12% |
| Returns for 5 years | 29.40 | 51.44 | 57% |
| Returns for 10 years | 15.59 | 56.97 | 27% |
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