IAAEX
Price
$11.32
Change
+$0.01 (+0.09%)
Updated
Jul 3 closing price
Net Assets
1.01B
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IAAEX vs JVMTX

Header iconIAAEX vs JVMTX Comparison
Open Charts IAAEX vs JVMTXBanner chart's image
Transamerica Mid Cap Value Opps I2
Price$11.32
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IAAEX vs JVMTX Comparison Chart in %
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IAAEX vs. JVMTX commentary
Jul 07, 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 Buy and JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. IAAEX (1.01B). IAAEX pays higher dividends than JVMTX: IAAEX (1.48) vs JVMTX (0.65). IAAEX was incepted earlier than JVMTX: IAAEX (11 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than IAAEX (0.74). IAAEX (48.00) and JVMTX (47.00) have comparable annual turnover. IAAEX (0) and JVMTX (0) have matching initial minimum investment requirements. IAAEX annual gain was more profitable for investors over the last year : 5.17 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. IAAEX (21.27).
IAAEXJVMTXIAAEX / JVMTX
Total Expense Ratio0.741.0074%
Annual Report Gross Expense Ratio0.741.1167%
Fund Existence11 years12 years-
Gain YTD6.5918.36179%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B22.6B4%
Annual Yield % from dividends1.480.65229%
Returns for 1 year5.173.31156%
Returns for 3 years3.9023.4717%
Returns for 5 years21.2761.9634%
Returns for 10 years7.6546.9716%
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