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IAAEX vs JVMCX
IAAEX vs JVMCX Comparison
Open Charts IAAEX vs JVMCX
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.
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).
| IAAEX | JVMCX | IAAEX / JVMCX | |
| Total Expense Ratio | 0.74 | 1.87 | 40% |
| Annual Report Gross Expense Ratio | 0.74 | 1.88 | 39% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.591 | 7.905 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 5.17 | 1.79 | 289% |
| Returns for 3 years | 3.90 | 20.12 | 19% |
| Returns for 5 years | 21.27 | 55.49 | 38% |
| Returns for 10 years | 7.65 | 35.64 | 21% |
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