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IIVAX vs JVMSX
IIVAX vs JVMSX Comparison
Open Charts IIVAX vs JVMSX
Transamerica Small/Mid Cap Value A
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets642.15M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
IIVAX vs JVMSX Comparison Chart in %
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IIVAX vs. JVMSX commentary
Aug 18, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. IIVAX (642M). IIVAX pays higher dividends than JVMSX: IIVAX (0.78) vs JVMSX (0.41). IIVAX was incepted earlier than JVMSX: IIVAX (24 years) vs JVMSX (13 years). JVMSX (1.26) and IIVAX (1.20) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). JVMSX has a lower initial minimum investment than IIVAX: JVMSX (0) vs IIVAX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. IIVAX (-5.38). JVMSX return over 5 years is better than : 48.09 vs. IIVAX (23.08).
| IIVAX | JVMSX | IIVAX / JVMSX | |
| Total Expense Ratio | 1.19 | 1.25 | 95% |
| Annual Report Gross Expense Ratio | 1.20 | 1.26 | 95% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 4.303 | 8.728 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 23.6B | 3% |
| Annual Yield % from dividends | 0.78 | 0.41 | 190% |
| Returns for 1 year | -5.38 | 0.34 | -1,578% |
| Returns for 3 years | -7.87 | 10.96 | -72% |
| Returns for 5 years | 23.08 | 48.09 | 48% |
| Returns for 10 years | 3.45 | 41.60 | 8% |
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