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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$27.38
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets628.24M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. IIVAX (628M). JVMRX pays higher dividends than IIVAX: JVMRX (0.84) vs IIVAX (0.74). IIVAX was incepted earlier than JVMRX: IIVAX (25 years) vs JVMRX (14 years). IIVAX (1.20) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). IIVAX has a lower initial minimum investment than JVMRX: IIVAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. IIVAX (-8.80). JVMRX return over 5 years is better than : 47.93 vs. IIVAX (23.19).
| IIVAX | JVMRX | IIVAX / JVMRX | |
| Total Expense Ratio | 1.19 | 0.74 | 161% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 5.186 | 9.837 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 23.9B | 3% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -8.80 | -4.79 | 184% |
| Returns for 3 years | 4.49 | 25.62 | 18% |
| Returns for 5 years | 23.19 | 47.93 | 48% |
| Returns for 10 years | 7.85 | 52.40 | 15% |
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