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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets642.15M
JHancock Disciplined Value Mid Cap A
Price$27.66
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets23.59B
IIVAX vs JVMAX Comparison Chart in %
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IIVAX vs. JVMAX commentary
Aug 18, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. IIVAX (642M). IIVAX pays higher dividends than JVMAX: IIVAX (0.78) vs JVMAX (0.57). IIVAX was incepted earlier than JVMAX: IIVAX (24 years) vs JVMAX (28 years). IIVAX (1.20) is less costly to investors than JVMAX (1.13). 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 : -0.08 vs. IIVAX (-5.38). JVMAX return over 5 years is better than : 46.94 vs. IIVAX (23.08).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.12 | 106% |
| Annual Report Gross Expense Ratio | 1.20 | 1.13 | 106% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 4.303 | 8.812 | 49% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 23.6B | 3% |
| Annual Yield % from dividends | 0.78 | 0.57 | 138% |
| Returns for 1 year | -5.38 | -0.08 | 7,112% |
| Returns for 3 years | -7.87 | 10.24 | -77% |
| Returns for 5 years | 23.08 | 46.94 | 49% |
| Returns for 10 years | 3.45 | 39.65 | 9% |
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