Interact to see
Advertisement
Advertisement
IIVAX vs JVMTX
IIVAX vs JVMTX Comparison
Open Charts IIVAX vs JVMTX
Transamerica Small/Mid Cap Value A
Price$26.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets630.28M
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
IIVAX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVAX vs. JVMTX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. IIVAX (630M). 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 : 2.35 vs. IIVAX (-0.57). JVMTX return over 5 years is better than : 23.38 vs. IIVAX (0.61).
| 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 | 0.346 | 3.567 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 23.9B | 3% |
| Annual Yield % from dividends | 0.74 | 0.61 | 120% |
| Returns for 1 year | -0.57 | 2.35 | -24% |
| Returns for 3 years | 4.59 | 15.93 | 29% |
| Returns for 5 years | 0.61 | 23.38 | 3% |
| Returns for 10 years | 12.14 | 48.70 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PXF | 65.73 | 0.28 | +0.43% |
| Invesco RAFI Developed Markets ex-US ETF | |||
| VETZ | 20.12 | 0.02 | +0.09% |
| Academy Veteran Bond ETF | |||
| AIFD | 38.19 | 0.04 | +0.09% |
| TCW Artificial Intelligence ETF | |||
| HOCT | 23.83 | N/A | N/A |
| Innovator Premium Income 9 Buffer ETF - October | |||
| SCD | 14.78 | -0.10 | -0.67% |
| LMP Capital and Income Fund | |||