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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets642.15M
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
IIVAX vs JVMTX Comparison Chart in %
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IIVAX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. IIVAX (642M). IIVAX pays higher dividends than JVMTX: IIVAX (0.78) vs JVMTX (0.64). IIVAX was incepted earlier than JVMTX: IIVAX (24 years) vs JVMTX (12 years). IIVAX (1.20) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IIVAX (46.00). 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 : 0.62 vs. IIVAX (-5.38). JVMTX return over 5 years is better than : 49.36 vs. IIVAX (23.08).
| IIVAX | JVMTX | IIVAX / JVMTX | |
| Total Expense Ratio | 1.19 | 1.00 | 119% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 4.303 | 8.919 | 48% |
| 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 | 0.64 | 123% |
| Returns for 1 year | -5.38 | 0.62 | -867% |
| Returns for 3 years | -7.87 | 11.58 | -68% |
| Returns for 5 years | 23.08 | 49.36 | 47% |
| Returns for 10 years | 3.45 | 43.95 | 8% |
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