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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$30.08
Change-$0.34 (-1.12%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
IIVAX vs JVMTX Comparison Chart
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IIVAX vs. JVMTX commentary
Dec 19, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. IIVAX (712M). 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 : 11.00 vs. IIVAX (9.02). JVMTX return over 5 years is better than : 41.32 vs. IIVAX (17.72).
| 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 | 11.243 | 13.021 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 712M | 23.7B | 3% |
| Annual Yield % from dividends | 0.80 | 0.73 | 109% |
| Returns for 1 year | 9.02 | 11.00 | 82% |
| Returns for 3 years | -6.73 | 17.45 | -39% |
| Returns for 5 years | 17.72 | 41.32 | 43% |
| Returns for 10 years | 5.05 | 59.48 | 8% |
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