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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
Transamerica Small/Mid Cap Value A
Price$29.57
Change-$0.24 (-0.81%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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IIVAX vs JVMSX Comparison Chart
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IIVAX vs. JVMSX commentary
Sep 21, 2024
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: 23.4B vs. IIVAX (718M). IIVAX pays higher dividends than JVMSX: IIVAX (0.80) vs JVMSX (0.52). IIVAX was incepted earlier than JVMSX: IIVAX (23 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 : 18.97 vs. IIVAX (13.54). JVMSX return over 5 years is better than : 42.48 vs. IIVAX (18.86).
| IIVAX | JVMSX | IIVAX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 9.357 | 10.826 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 23.4B | 3% |
| Annual Yield % from dividends | 0.80 | 0.52 | 152% |
| Returns for 1 year | 13.54 | 18.97 | 71% |
| Returns for 3 years | -4.01 | 12.80 | -31% |
| Returns for 5 years | 18.86 | 42.48 | 44% |
| Returns for 10 years | 6.21 | 60.77 | 10% |
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