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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$26.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets630.6M
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. IIVAX (631M). IIVAX (0.74) and JVMIX (0.74) have matching dividends . IIVAX was incepted earlier than JVMIX: IIVAX (25 years) vs JVMIX (29 years). IIVAX (1.20) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). 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 : 2.38 vs. IIVAX (-0.57). JVMIX return over 5 years is better than : 23.98 vs. IIVAX (0.61).
| IIVAX | JVMIX | IIVAX / JVMIX | |
| Total Expense Ratio | 1.19 | 0.85 | 140% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 0.346 | 3.599 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 23.9B | 3% |
| Annual Yield % from dividends | 0.74 | 0.74 | 100% |
| Returns for 1 year | -0.57 | 2.38 | -24% |
| Returns for 3 years | 4.59 | 16.35 | 28% |
| Returns for 5 years | 0.61 | 23.98 | 3% |
| Returns for 10 years | 12.14 | 50.19 | 24% |
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