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IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$28.39
Change+$0.30 (+1.07%)
VolumeN/A
Net Assets638.47M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
IIVAX vs JVMTX Comparison Chart in %
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IIVAX vs. JVMTX commentary
Dec 05, 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. IIVAX (638M). IIVAX pays higher dividends than JVMTX: IIVAX (0.74) vs JVMTX (0.61). IIVAX was incepted earlier than JVMTX: IIVAX (25 years) vs JVMTX (12 years). IIVAX (1.20) is less costly to investors than JVMTX (1.10). 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 : -5.32 vs. IIVAX (-8.46). JVMTX return over 5 years is better than : 31.22 vs. IIVAX (9.64).
| 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 | 12 years | - |
| Gain YTD | 9.066 | 12.449 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 24.5B | 3% |
| Annual Yield % from dividends | 0.74 | 0.61 | 120% |
| Returns for 1 year | -8.46 | -5.32 | 159% |
| Returns for 3 years | -1.08 | 14.68 | -7% |
| Returns for 5 years | 9.64 | 31.22 | 31% |
| Returns for 10 years | 9.31 | 49.60 | 19% |
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