IAAEX
Price
$11.32
Change
+$0.01 (+0.09%)
Updated
Jul 3 closing price
Net Assets
1.01B
JVMCX
Price
$27.30
Change
+$0.17 (+0.63%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IAAEX vs JVMCX

Header iconIAAEX vs JVMCX Comparison
Open Charts IAAEX vs JVMCXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$11.32
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
IAAEX vs JVMCX Comparison Chart in %
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IAAEX vs. JVMCX commentary
Jul 07, 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 Buy and JVMCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. IAAEX (1.01B). IAAEX pays higher dividends than JVMCX: IAAEX (1.48) vs JVMCX (0.00). IAAEX was incepted earlier than JVMCX: IAAEX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than IAAEX (0.74). IAAEX (48.00) and JVMCX (47.00) have comparable annual turnover. IAAEX has a lower initial minimum investment than JVMCX: IAAEX (0) vs JVMCX (1000). IAAEX annual gain was more profitable for investors over the last year : 5.17 vs. JVMCX (1.79). JVMCX return over 5 years is better than : 55.49 vs. IAAEX (21.27).
IAAEXJVMCXIAAEX / JVMCX
Total Expense Ratio0.741.8740%
Annual Report Gross Expense Ratio0.741.8839%
Fund Existence11 years14 years-
Gain YTD6.5917.90583%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B22.6B4%
Annual Yield % from dividends1.480.00-
Returns for 1 year5.171.79289%
Returns for 3 years3.9020.1219%
Returns for 5 years21.2755.4938%
Returns for 10 years7.6535.6421%
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