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IIVAX vs JVMIX
IIVAX vs JVMIX Comparison
Open Charts IIVAX vs JVMIX
Transamerica Small/Mid Cap Value A
Price$27.96
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets655.1M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
IIVAX vs JVMIX Comparison Chart in %
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IIVAX vs. JVMIX commentary
Sep 09, 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: 24.3B vs. IIVAX (655M). JVMIX (0.74) and IIVAX (0.74) have matching dividends . IIVAX was incepted earlier than JVMIX: IIVAX (24 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 : 4.56 vs. IIVAX (-1.46). JVMIX return over 5 years is better than : 56.64 vs. IIVAX (31.01).
| IIVAX | JVMIX | IIVAX / JVMIX | |
| Total Expense Ratio | 1.19 | 0.85 | 140% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 7.415 | 12.245 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 24.3B | 3% |
| Annual Yield % from dividends | 0.74 | 0.74 | 100% |
| Returns for 1 year | -1.46 | 4.56 | -32% |
| Returns for 3 years | -0.54 | 19.78 | -3% |
| Returns for 5 years | 31.01 | 56.64 | 55% |
| Returns for 10 years | 13.85 | 59.45 | 23% |
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