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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$25.58
Change-$0.35 (-1.35%)
VolumeN/A
Net Assets626.67M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IIVAX vs JVMIX Comparison Chart
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IIVAX vs. JVMIX commentary
Jun 16, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. IIVAX (627M). IIVAX (0.81) and JVMIX (0.80) have matching dividends . IIVAX was incepted earlier than JVMIX: IIVAX (24 years) vs JVMIX (28 years). IIVAX (1.20) is less costly to investors than JVMIX (0.88). JVMIX (47.00) and IIVAX (46.00) have comparable annual turnover. IIVAX has a lower initial minimum investment than JVMIX: IIVAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. IIVAX (-6.31). JVMIX return over 5 years is better than : 52.19 vs. IIVAX (26.14).
| IIVAX | JVMIX | IIVAX / JVMIX | |
| Total Expense Ratio | 1.19 | 0.87 | 137% |
| Annual Report Gross Expense Ratio | 1.20 | 0.88 | 136% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -1.729 | 2.486 | -70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 21.5B | 3% |
| Annual Yield % from dividends | 0.81 | 0.80 | 101% |
| Returns for 1 year | -6.31 | -2.87 | 220% |
| Returns for 3 years | -4.18 | 16.82 | -25% |
| Returns for 5 years | 26.14 | 52.19 | 50% |
| Returns for 10 years | -5.78 | 36.89 | -16% |
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