IAAEX
Price
$11.45
Change
+$0.08 (+0.70%)
Updated
Aug 19 closing price
Net Assets
990.68M
JVMRX
Price
$29.52
Change
+$0.18 (+0.61%)
Updated
Aug 19 closing price
Net Assets
23.55B
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IAAEX vs JVMRX

Header iconIAAEX vs JVMRX Comparison
Open Charts IAAEX vs JVMRXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$11.45
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets990.68M
JHancock Disciplined Value Mid Cap R6
Price$29.52
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.55B
IAAEX vs JVMRX Comparison Chart in %
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IAAEX vs. JVMRX 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 JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. IAAEX (991M). IAAEX pays higher dividends than JVMRX: IAAEX (1.48) vs JVMRX (0.86). IAAEX was incepted earlier than JVMRX: IAAEX (11 years) vs JVMRX (14 years). JVMRX (0.76) and IAAEX (0.74) have similar cost to investors . JVMRX (49.00) and IAAEX (48.00) have comparable annual turnover. IAAEX has a lower initial minimum investment than JVMRX: IAAEX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.32 vs. IAAEX (-1.04). JVMRX return over 5 years is better than : 54.59 vs. IAAEX (15.81).
IAAEXJVMRXIAAEX / JVMRX
Total Expense Ratio0.740.7599%
Annual Report Gross Expense Ratio0.740.7697%
Fund Existence11 years14 years-
Gain YTD7.8159.57782%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets991M23.5B4%
Annual Yield % from dividends1.480.86171%
Returns for 1 year-1.040.32-323%
Returns for 3 years-1.5114.46-10%
Returns for 5 years15.8154.5929%
Returns for 10 years10.9755.1520%
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