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IIVAX vs JVMAX
IIVAX vs JVMAX Comparison
Open Charts IIVAX vs JVMAX
Transamerica Small/Mid Cap Value A
Price$27.23
Change-$0.37 (-1.34%)
VolumeN/A
Net Assets646.82M
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
IIVAX vs JVMAX Comparison Chart in %
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IIVAX vs. JVMAX commentary
Feb 05, 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 IIVAX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. IIVAX (647M). IIVAX pays higher dividends than JVMAX: IIVAX (0.98) vs JVMAX (0.52). IIVAX was incepted earlier than JVMAX: IIVAX (25 years) vs JVMAX (29 years). IIVAX (1.20) is less costly to investors than JVMAX (1.11). JVMAX (49.00) and IIVAX (48.00) have comparable annual turnover. 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. IIVAX (4.35) and JVMAX (4.15) have marching annual gain over last year. JVMAX return over 5 years is better than : 19.61 vs. IIVAX (-0.74).
| IIVAX | JVMAX | IIVAX / JVMAX | |
| Total Expense Ratio | 1.19 | 1.10 | 108% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 5.584 | 5.161 | 108% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 24.7B | 3% |
| Annual Yield % from dividends | 0.98 | 0.52 | 187% |
| Returns for 1 year | 4.35 | 4.15 | 105% |
| Returns for 3 years | 1.40 | 9.50 | 15% |
| Returns for 5 years | -0.74 | 19.61 | -4% |
| Returns for 10 years | 35.68 | 70.92 | 50% |
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