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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$27.96
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets655.1M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. IIVAX (655M). JVMRX pays higher dividends than IIVAX: JVMRX (0.84) vs IIVAX (0.74). IIVAX was incepted earlier than JVMRX: IIVAX (24 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 : 3.02 vs. IIVAX (-2.62). JVMRX return over 5 years is better than : 55.40 vs. IIVAX (29.60).
| IIVAX | JVMRX | IIVAX / JVMRX | |
| Total Expense Ratio | 1.19 | 0.74 | 161% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.530 | 12.064 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 24.4B | 3% |
| Annual Yield % from dividends | 0.74 | 0.84 | 88% |
| Returns for 1 year | -2.62 | 3.02 | -87% |
| Returns for 3 years | 3.56 | 25.20 | 14% |
| Returns for 5 years | 29.60 | 55.40 | 53% |
| Returns for 10 years | 13.12 | 59.55 | 22% |
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