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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$18.26
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets591M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
IIVLX vs JVMAX Comparison Chart
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IIVLX vs. JVMAX commentary
Apr 19, 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 IIVLX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. IIVLX (591M). JVMAX pays higher dividends than IIVLX: JVMAX (0.61) vs IIVLX (0.18). IIVLX was incepted earlier than JVMAX: IIVLX (22 years) vs JVMAX (28 years). IIVLX (1.94) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IIVLX (32.00). IIVLX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -10.96 vs. IIVLX (-14.76). JVMAX return over 5 years is better than : 46.80 vs. IIVLX (16.72).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.94 | 1.12 | 173% |
| Annual Report Gross Expense Ratio | 1.94 | 1.13 | 172% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -9.018 | -7.710 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 19.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.61 | 29% |
| Returns for 1 year | -14.76 | -10.96 | 135% |
| Returns for 3 years | -25.41 | -8.30 | 306% |
| Returns for 5 years | 16.72 | 46.80 | 36% |
| Returns for 10 years | -26.82 | 19.44 | -138% |
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