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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$23.43
Change-$0.18 (-0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMAX Comparison Chart
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IIVLX vs. JVMAX commentary
Sep 21, 2024
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: 23.4B vs. IIVLX (718M). JVMAX pays higher dividends than IIVLX: JVMAX (0.67) vs IIVLX (0.28). IIVLX was incepted earlier than JVMAX: IIVLX (22 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 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 : 18.94 vs. IIVLX (9.60). JVMAX return over 5 years is better than : 42.03 vs. IIVLX (9.19).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 8.403 | 10.889 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 23.4B | 3% |
| Annual Yield % from dividends | 0.28 | 0.67 | 42% |
| Returns for 1 year | 9.60 | 18.94 | 51% |
| Returns for 3 years | -12.01 | 12.35 | -97% |
| Returns for 5 years | 9.19 | 42.03 | 22% |
| Returns for 10 years | -12.05 | 59.30 | -20% |
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