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IAAEX vs JVMAX
IAAEX vs JVMAX Comparison
Open Charts IAAEX vs JVMAX
Transamerica Mid Cap Value Opps I2
Price$11.45
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets990.68M
JHancock Disciplined Value Mid Cap A
Price$27.80
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.55B
IAAEX vs JVMAX Comparison Chart in %
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IAAEX vs. JVMAX commentary
Aug 20, 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 IAAEX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.5B vs. IAAEX (991M). IAAEX pays higher dividends than JVMAX: IAAEX (1.48) vs JVMAX (0.57). IAAEX was incepted earlier than JVMAX: IAAEX (11 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than IAAEX (0.74). JVMAX (49.00) and IAAEX (48.00) have comparable annual turnover. IAAEX has a lower initial minimum investment than JVMAX: IAAEX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -0.60 vs. IAAEX (-1.04). JVMAX return over 5 years is better than : 50.84 vs. IAAEX (15.81).
| IAAEX | JVMAX | IAAEX / JVMAX | |
| Total Expense Ratio | 0.74 | 1.12 | 66% |
| Annual Report Gross Expense Ratio | 0.74 | 1.13 | 65% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 7.815 | 9.363 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 23.5B | 4% |
| Annual Yield % from dividends | 1.48 | 0.57 | 262% |
| Returns for 1 year | -1.04 | -0.60 | 172% |
| Returns for 3 years | -1.51 | 12.57 | -12% |
| Returns for 5 years | 15.81 | 50.84 | 31% |
| Returns for 10 years | 10.97 | 48.34 | 23% |
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