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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$27.21
Change+$0.19 (+0.70%)
VolumeN/A
Net Assets653.07M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX commentary
Jul 27, 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 Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. IIVAX (653M). JVMRX pays higher dividends than IIVAX: JVMRX (0.88) vs IIVAX (0.79). IIVAX was incepted earlier than JVMRX: IIVAX (24 years) vs JVMRX (14 years). IIVAX (1.20) is less costly to investors than JVMRX (0.76). 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 : 1.28 vs. IIVAX (-5.72). JVMRX return over 5 years is better than : 58.56 vs. IIVAX (30.87).
| IIVAX | JVMRX | IIVAX / JVMRX | |
| Total Expense Ratio | 1.19 | 0.75 | 159% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.533 | 9.354 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 23.1B | 3% |
| Annual Yield % from dividends | 0.79 | 0.88 | 89% |
| Returns for 1 year | -5.72 | 1.28 | -447% |
| Returns for 3 years | -1.69 | 21.72 | -8% |
| Returns for 5 years | 30.87 | 58.56 | 53% |
| Returns for 10 years | 4.61 | 51.14 | 9% |
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