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IAAEX vs JVMTX
IAAEX vs JVMTX Comparison
Open Charts IAAEX vs JVMTX
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.
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).
| IAAEX | JVMTX | IAAEX / JVMTX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.74 | 1.11 | 67% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 6.591 | 8.361 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 1.48 | 0.65 | 229% |
| Returns for 1 year | 5.17 | 3.31 | 156% |
| Returns for 3 years | 3.90 | 23.47 | 17% |
| Returns for 5 years | 21.27 | 61.96 | 34% |
| Returns for 10 years | 7.65 | 46.97 | 16% |
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