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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$27.39
Change-$0.24 (-0.87%)
VolumeN/A
Net Assets629.66M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX commentary
Nov 14, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IIVAX (630M). IIVAX (0.76) and JVMIX (0.75) have matching dividends . IIVAX was incepted earlier than JVMIX: IIVAX (25 years) vs JVMIX (28 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 : -6.53 vs. IIVAX (-10.10). JVMIX return over 5 years is better than : 36.37 vs. IIVAX (13.59).
| 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 | 28 years | - |
| Gain YTD | 5.225 | 9.796 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 24.2B | 3% |
| Annual Yield % from dividends | 0.76 | 0.75 | 100% |
| Returns for 1 year | -10.10 | -6.53 | 155% |
| Returns for 3 years | -1.67 | 15.24 | -11% |
| Returns for 5 years | 13.59 | 36.37 | 37% |
| Returns for 10 years | 7.89 | 50.51 | 16% |
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