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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$27.38
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets628.24M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX commentary
Oct 19, 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: 23.9B vs. IIVAX (628M). IIVAX (0.74) and JVMIX (0.74) 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 : -4.87 vs. IIVAX (-8.80). JVMIX return over 5 years is better than : 47.49 vs. IIVAX (23.19).
| 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 | 5.186 | 9.759 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 23.9B | 3% |
| Annual Yield % from dividends | 0.74 | 0.74 | 101% |
| Returns for 1 year | -8.80 | -4.87 | 181% |
| Returns for 3 years | 4.49 | 25.37 | 18% |
| Returns for 5 years | 23.19 | 47.49 | 49% |
| Returns for 10 years | 7.85 | 51.49 | 15% |
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