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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$28.39
Change+$0.30 (+1.07%)
VolumeN/A
Net Assets638.47M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX commentary
Dec 05, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. IIVAX (638M). 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 : -5.17 vs. IIVAX (-8.46). JVMIX return over 5 years is better than : 31.86 vs. IIVAX (9.64).
| 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 | 9.066 | 12.579 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 24.5B | 3% |
| Annual Yield % from dividends | 0.74 | 0.74 | 100% |
| Returns for 1 year | -8.46 | -5.17 | 164% |
| Returns for 3 years | -1.08 | 15.03 | -7% |
| Returns for 5 years | 9.64 | 31.86 | 30% |
| Returns for 10 years | 9.31 | 50.94 | 18% |
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