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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$30.16
Change-$0.25 (-0.82%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
IIVAX vs JVMTX Comparison Chart
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IIVAX vs. JVMTX commentary
Nov 18, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. IIVAX (710M). IIVAX pays higher dividends than JVMTX: IIVAX (0.80) vs JVMTX (0.73). IIVAX was incepted earlier than JVMTX: IIVAX (24 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IIVAX (32.00). JVMTX has a lower initial minimum investment than IIVAX: JVMTX (0) vs IIVAX (1000). JVMTX annual gain was more profitable for investors over the last year : 21.44 vs. IIVAX (16.47). JVMTX return over 5 years is better than : 44.38 vs. IIVAX (17.32).
| IIVAX | JVMTX | IIVAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 11.538 | 14.484 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 23.8B | 3% |
| Annual Yield % from dividends | 0.80 | 0.73 | 109% |
| Returns for 1 year | 16.47 | 21.44 | 77% |
| Returns for 3 years | -10.63 | 7.23 | -147% |
| Returns for 5 years | 17.32 | 44.38 | 39% |
| Returns for 10 years | 5.94 | 60.91 | 10% |
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