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IIVAX vs JVMRX
IIVAX vs JVMRX Comparison
Open Charts IIVAX vs JVMRX
Transamerica Small/Mid Cap Value A
Price$27.39
Change-$0.24 (-0.87%)
VolumeN/A
Net Assets629.66M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IIVAX vs JVMRX Comparison Chart in %
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IIVAX vs. JVMRX commentary
Nov 14, 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: 24.2B vs. IIVAX (630M). JVMRX pays higher dividends than IIVAX: JVMRX (0.85) vs IIVAX (0.76). 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 : -6.40 vs. IIVAX (-10.10). JVMRX return over 5 years is better than : 36.83 vs. IIVAX (13.59).
| 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 | 5.225 | 9.911 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 24.2B | 3% |
| Annual Yield % from dividends | 0.76 | 0.85 | 89% |
| Returns for 1 year | -10.10 | -6.40 | 158% |
| Returns for 3 years | -1.67 | 15.51 | -11% |
| Returns for 5 years | 13.59 | 36.83 | 37% |
| Returns for 10 years | 7.89 | 51.46 | 15% |
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