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IIVAX vs JVMCX
IIVAX vs JVMCX Comparison
Open Charts IIVAX vs JVMCX
Transamerica Small/Mid Cap Value A
Price$27.38
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets628.24M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
IIVAX vs JVMCX Comparison Chart in %
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IIVAX vs. JVMCX commentary
Oct 19, 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 StrongBuy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. IIVAX (628M). IIVAX pays higher dividends than JVMCX: IIVAX (0.74) vs JVMCX (0.00). IIVAX was incepted earlier than JVMCX: IIVAX (25 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than IIVAX (1.20). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). IIVAX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -6.45 vs. IIVAX (-8.80). JVMCX return over 5 years is better than : 40.87 vs. IIVAX (23.19).
| IIVAX | JVMCX | IIVAX / JVMCX | |
| Total Expense Ratio | 1.19 | 1.85 | 64% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 5.186 | 8.893 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 23.9B | 3% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -8.80 | -6.45 | 136% |
| Returns for 3 years | 4.49 | 21.60 | 21% |
| Returns for 5 years | 23.19 | 40.87 | 57% |
| Returns for 10 years | 7.85 | 38.46 | 20% |
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