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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$27.99
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets655.1M
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
IIVAX vs JVMAX Comparison Chart in %
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IIVAX vs. JVMAX commentary
Sep 08, 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 IIVAX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. IIVAX (655M). IIVAX pays higher dividends than JVMAX: IIVAX (0.74) vs JVMAX (0.55). IIVAX was incepted earlier than JVMAX: IIVAX (24 years) vs JVMAX (28 years). IIVAX (1.20) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). IIVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). IIVAX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. IIVAX (-2.62). JVMAX return over 5 years is better than : 51.61 vs. IIVAX (29.60).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.10 | 108% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 7.530 | 11.802 | 64% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 24.3B | 3% |
| Annual Yield % from dividends | 0.74 | 0.55 | 134% |
| Returns for 1 year | -2.62 | 2.01 | -130% |
| Returns for 3 years | 3.56 | 23.09 | 15% |
| Returns for 5 years | 29.60 | 51.61 | 57% |
| Returns for 10 years | 13.12 | 52.52 | 25% |
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