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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$27.23
Change-$0.37 (-1.34%)
VolumeN/A
Net Assets646.82M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. IIVAX (647M). IIVAX pays higher dividends than JVMRX: IIVAX (0.98) vs JVMRX (0.82). 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 (49.00) and IIVAX (48.00) have comparable annual turnover. 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 : 5.07 vs. IIVAX (4.35). JVMRX return over 5 years is better than : 23.56 vs. IIVAX (-0.74).
| 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 | 5.584 | 5.208 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 24.7B | 3% |
| Annual Yield % from dividends | 0.98 | 0.82 | 119% |
| Returns for 1 year | 4.35 | 5.07 | 86% |
| Returns for 3 years | 1.40 | 12.07 | 12% |
| Returns for 5 years | -0.74 | 23.56 | -3% |
| Returns for 10 years | 35.68 | 80.03 | 45% |
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