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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$21.50
Change+$0.63 (+3.02%)
VolumeN/A
Net Assets657.56M
JHancock Disciplined Value Mid Cap A
Price$28.29
Change+$0.64 (+2.31%)
VolumeN/A
Net Assets24.15B
IIVLX vs JVMAX Comparison Chart in %
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IIVLX vs. JVMAX commentary
Aug 25, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. IIVLX (658M). JVMAX pays higher dividends than IIVLX: JVMAX (0.57) vs IIVLX (0.18). IIVLX was incepted earlier than JVMAX: IIVLX (23 years) vs JVMAX (28 years). IIVLX (1.94) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). IIVLX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 1.00 vs. IIVLX (-6.72). JVMAX return over 5 years is better than : 53.90 vs. IIVLX (17.35).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.94 | 1.10 | 176% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 7.125 | 11.290 | 63% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 24.2B | 3% |
| Annual Yield % from dividends | 0.18 | 0.57 | 31% |
| Returns for 1 year | -6.72 | 1.00 | -670% |
| Returns for 3 years | -8.80 | 16.89 | -52% |
| Returns for 5 years | 17.35 | 53.90 | 32% |
| Returns for 10 years | -0.83 | 59.88 | -1% |
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