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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$27.23
Change-$0.37 (-1.34%)
VolumeN/A
Net Assets646.82M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
IIVAX vs JVMTX Comparison Chart in %
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IIVAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IIVAX (647M). IIVAX pays higher dividends than JVMTX: IIVAX (0.98) vs JVMTX (0.60). IIVAX was incepted earlier than JVMTX: IIVAX (25 years) vs JVMTX (13 years). IIVAX (1.20) is less costly to investors than JVMTX (1.10). JVMTX (49.00) and IIVAX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than IIVAX: JVMTX (0) vs IIVAX (1000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. IIVAX (4.35). JVMTX return over 5 years is better than : 22.28 vs. IIVAX (-0.74).
| IIVAX | JVMTX | IIVAX / JVMTX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.20 | 1.10 | 109% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 5.584 | 5.177 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 24.7B | 3% |
| Annual Yield % from dividends | 0.98 | 0.60 | 164% |
| Returns for 1 year | 4.35 | 4.79 | 91% |
| Returns for 3 years | 1.40 | 11.22 | 12% |
| Returns for 5 years | -0.74 | 22.28 | -3% |
| Returns for 10 years | 35.68 | 76.80 | 46% |
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