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IAAEX vs JVMSX
IAAEX vs JVMSX Comparison
Open Charts IAAEX vs JVMSX
Transamerica Mid Cap Value Opps I2
Price$11.45
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets990.68M
JHancock Disciplined Value Mid Cap R2
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.55B
IAAEX vs JVMSX Comparison Chart in %
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IAAEX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. IAAEX (991M). IAAEX pays higher dividends than JVMSX: IAAEX (1.48) vs JVMSX (0.41). IAAEX was incepted earlier than JVMSX: IAAEX (11 years) vs JVMSX (13 years). JVMSX (1.26) 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. JVMSX annual gain was more profitable for investors over the last year : -0.24 vs. IAAEX (-1.04). JVMSX return over 5 years is better than : 52.01 vs. IAAEX (15.81).
| IAAEX | JVMSX | IAAEX / JVMSX | |
| Total Expense Ratio | 0.74 | 1.25 | 59% |
| Annual Report Gross Expense Ratio | 0.74 | 1.26 | 59% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 7.815 | 9.250 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 23.5B | 4% |
| Annual Yield % from dividends | 1.48 | 0.41 | 360% |
| Returns for 1 year | -1.04 | -0.24 | 439% |
| Returns for 3 years | -1.51 | 13.24 | -11% |
| Returns for 5 years | 15.81 | 52.01 | 30% |
| Returns for 10 years | 10.97 | 50.35 | 22% |
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