IAAEX
Price
$11.34
Change
+$0.08 (+0.71%)
Updated
Oct 17 closing price
Net Assets
944.33M
JVMSX
Price
$29.33
Change
+$0.12 (+0.41%)
Updated
Oct 17 closing price
Net Assets
23.85B
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IAAEX vs JVMSX

Header iconIAAEX vs JVMSX Comparison
Open Charts IAAEX vs JVMSXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$11.34
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets944.33M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
IAAEX vs JVMSX Comparison Chart in %
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IAAEX vs. JVMSX commentary
Oct 19, 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 StrongBuy and JVMSX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IAAEX (944M). IAAEX pays higher dividends than JVMSX: IAAEX (1.43) vs JVMSX (0.40). IAAEX was incepted earlier than JVMSX: IAAEX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IAAEX (0.74). JVMSX (49.00) and IAAEX (48.00) have comparable annual turnover. IAAEX (0) and JVMSX (0) have matching initial minimum investment requirements. IAAEX annual gain was more profitable for investors over the last year : -4.11 vs. JVMSX (-5.30). JVMSX return over 5 years is better than : 45.42 vs. IAAEX (11.52).
IAAEXJVMSXIAAEX / JVMSX
Total Expense Ratio0.741.2460%
Annual Report Gross Expense Ratio0.741.2559%
Fund Existence11 years14 years-
Gain YTD6.7809.39972%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets944M23.9B4%
Annual Yield % from dividends1.430.40359%
Returns for 1 year-4.11-5.3078%
Returns for 3 years9.3724.2839%
Returns for 5 years11.5245.4225%
Returns for 10 years5.6647.5912%
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