Interact to see
Advertisement
Advertisement
IAAEX vs JVMCX
IAAEX vs JVMCX Comparison
Open Charts IAAEX vs JVMCX
Transamerica Mid Cap Value Opps I2
Price$11.45
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets990.68M
JHancock Disciplined Value Mid Cap C
Price$27.54
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.55B
IAAEX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IAAEX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. IAAEX (991M). 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). JVMCX (49.00) and IAAEX (48.00) 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 : -1.04 vs. JVMCX (-1.43). JVMCX return over 5 years is better than : 47.22 vs. IAAEX (15.81).
| 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 | 7.815 | 8.854 | 88% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -1.04 | -1.43 | 73% |
| Returns for 3 years | -1.51 | 10.84 | -14% |
| Returns for 5 years | 15.81 | 47.22 | 33% |
| Returns for 10 years | 10.97 | 41.04 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement