IAAEX
Price
$11.83
Change
+$0.13 (+1.11%)
Updated
Dec 11 closing price
Net Assets
929.12M
JVMIX
Price
$30.85
Change
+$0.26 (+0.85%)
Updated
Dec 11 closing price
Net Assets
24.75B
Interact to see
Advertisement

IAAEX vs JVMIX

Header iconIAAEX vs JVMIX Comparison
Open Charts IAAEX vs JVMIXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets929.12M
JHancock Disciplined Value Mid Cap I
Price$30.85
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.75B
IAAEX vs JVMIX Comparison Chart in %
View a ticker or compare two or three
VS
IAAEX vs. JVMIX commentary
Dec 13, 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 JVMIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. IAAEX (929M). IAAEX pays higher dividends than JVMIX: IAAEX (1.42) vs JVMIX (0.74). IAAEX was incepted earlier than JVMIX: IAAEX (12 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than IAAEX (0.74). JVMIX (49.00) and IAAEX (48.00) have comparable annual turnover. IAAEX has a lower initial minimum investment than JVMIX: IAAEX (0) vs JVMIX (250000). IAAEX annual gain was more profitable for investors over the last year : -1.04 vs. JVMIX (-1.78). JVMIX return over 5 years is better than : 36.05 vs. IAAEX (1.45).
IAAEXJVMIXIAAEX / JVMIX
Total Expense Ratio0.740.8587%
Annual Report Gross Expense Ratio0.740.8686%
Fund Existence12 years29 years-
Gain YTD11.39414.47179%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets929M24.7B4%
Annual Yield % from dividends1.420.74194%
Returns for 1 year-1.04-1.7858%
Returns for 3 years7.3419.6937%
Returns for 5 years1.4536.054%
Returns for 10 years14.8660.8324%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JPXN89.270.29
+0.32%
iShares JPX-Nikkei 400 ETF
JHID37.40N/A
N/A
JHancock International High Dividend ETF
QQQT18.05-0.04
-0.22%
Defiance Nasdaq 100 Income Target ETF
MUA10.97-0.03
-0.27%
Blackrock Muni Assets Fund
AAXJ93.13-0.62
-0.66%
iShares MSCI All Country Asia ex Jpn ETF