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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$27.79
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets655.46M
JHancock Disciplined Value Mid Cap R4
Price$29.69
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets24.04B
IIVAX vs JVMTX Comparison Chart in %
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IIVAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24B vs. IIVAX (655M). IIVAX pays higher dividends than JVMTX: IIVAX (0.74) vs JVMTX (0.62). IIVAX was incepted earlier than JVMTX: IIVAX (24 years) vs JVMTX (12 years). IIVAX (1.20) is less costly to investors than JVMTX (1.10). 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 : -1.00 vs. IIVAX (-5.37). JVMTX return over 5 years is better than : 52.72 vs. IIVAX (29.40).
| IIVAX | JVMTX | IIVAX / JVMTX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 7.415 | 10.814 | 69% |
| 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 | 0.62 | 119% |
| Returns for 1 year | -5.37 | -1.00 | 534% |
| Returns for 3 years | 2.70 | 22.78 | 12% |
| Returns for 5 years | 29.40 | 52.72 | 56% |
| Returns for 10 years | 15.59 | 59.60 | 26% |
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