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IAAEX vs JVMSX
IAAEX vs JVMSX Comparison
Open Charts IAAEX vs JVMSX
Transamerica Mid Cap Value Opps I2
Price$10.26
Change-$1.15 (-10.08%)
VolumeN/A
Net Assets872.45M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
IAAEX vs JVMSX Comparison Chart in %
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IAAEX vs. JVMSX commentary
Feb 04, 2026
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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. IAAEX (872M). IAAEX pays higher dividends than JVMSX: IAAEX (1.68) vs JVMSX (0.37). IAAEX was incepted earlier than JVMSX: IAAEX (12 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IAAEX (0.74). IAAEX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (49.00). IAAEX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. IAAEX (-3.98). JVMSX return over 5 years is better than : 20.95 vs. IAAEX (-15.08).
| IAAEX | JVMSX | IAAEX / JVMSX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.74 | 1.25 | 59% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 3.323 | 5.163 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 24.7B | 4% |
| Annual Yield % from dividends | 1.68 | 0.37 | 453% |
| Returns for 1 year | -3.98 | 4.49 | -89% |
| Returns for 3 years | -4.45 | 10.32 | -43% |
| Returns for 5 years | -15.08 | 20.95 | -72% |
| Returns for 10 years | 7.25 | 73.49 | 10% |
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