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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$26.50
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets629.42M
JHancock Disciplined Value Mid Cap R4
Price$28.88
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
IIVAX vs JVMTX Comparison Chart in %
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IIVAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. IIVAX (629M). IIVAX pays higher dividends than JVMTX: IIVAX (0.78) vs JVMTX (0.64). IIVAX was incepted earlier than JVMTX: IIVAX (24 years) vs JVMTX (12 years). IIVAX (1.20) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). 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 : 1.61 vs. IIVAX (-6.36). JVMTX return over 5 years is better than : 49.60 vs. IIVAX (21.59).
| IIVAX | JVMTX | IIVAX / JVMTX | |
| Total Expense Ratio | 1.19 | 1.00 | 119% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.614 | 7.135 | 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 | 0.64 | 123% |
| Returns for 1 year | -6.36 | 1.61 | -396% |
| Returns for 3 years | -6.33 | 15.16 | -42% |
| Returns for 5 years | 21.59 | 49.60 | 44% |
| Returns for 10 years | 1.35 | 42.88 | 3% |
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