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IAAEX vs JVMTX
IAAEX vs JVMTX Comparison
Open Charts IAAEX vs JVMTX
Transamerica Mid Cap Value Opps I2
Price$10.26
Change-$1.15 (-10.08%)
VolumeN/A
Net Assets872.45M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
IAAEX vs JVMTX Comparison Chart in %
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IAAEX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IAAEX (872M). IAAEX pays higher dividends than JVMTX: IAAEX (1.68) vs JVMTX (0.60). IAAEX was incepted earlier than JVMTX: IAAEX (12 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than IAAEX (0.74). IAAEX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). IAAEX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. IAAEX (-3.98). JVMTX return over 5 years is better than : 22.28 vs. IAAEX (-15.08).
| IAAEX | JVMTX | IAAEX / JVMTX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.74 | 1.10 | 67% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 3.323 | 5.177 | 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 | 0.60 | 281% |
| Returns for 1 year | -3.98 | 4.79 | -83% |
| Returns for 3 years | -4.45 | 11.22 | -40% |
| Returns for 5 years | -15.08 | 22.28 | -68% |
| Returns for 10 years | 7.25 | 76.80 | 9% |
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