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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$27.23
Change-$0.37 (-1.34%)
VolumeN/A
Net Assets646.82M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. IIVAX (647M). IIVAX pays higher dividends than JVMIX: IIVAX (0.98) vs JVMIX (0.72). 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 (49.00) and IIVAX (48.00) 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 : 4.96 vs. IIVAX (4.35). JVMIX return over 5 years is better than : 23.04 vs. IIVAX (-0.74).
| 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 | 5.584 | 5.206 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 24.7B | 3% |
| Annual Yield % from dividends | 0.98 | 0.72 | 136% |
| Returns for 1 year | 4.35 | 4.96 | 88% |
| Returns for 3 years | 1.40 | 11.72 | 12% |
| Returns for 5 years | -0.74 | 23.04 | -3% |
| Returns for 10 years | 35.68 | 78.79 | 45% |
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