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IAAEX vs JVMCX
IAAEX vs JVMCX Comparison
Open Charts IAAEX vs JVMCX
Transamerica Mid Cap Value Opps I2
Price$10.86
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets969.79M
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
IAAEX vs JVMCX Comparison Chart
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IAAEX vs. JVMCX commentary
Jun 15, 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. IAAEX (970M). IAAEX pays higher dividends than JVMCX: IAAEX (1.52) 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 : 0.35 vs. JVMCX (-4.05). JVMCX return over 5 years is better than : 45.41 vs. IAAEX (15.26).
| 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 | 2.260 | 2.055 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 21.5B | 5% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 0.35 | -4.05 | -9% |
| Returns for 3 years | 0.76 | 13.31 | 6% |
| Returns for 5 years | 15.26 | 45.41 | 34% |
| Returns for 10 years | 1.91 | 25.18 | 8% |
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