IIVLX
Price
$21.26
Change
+$0.28 (+1.33%)
Updated
Oct 20 closing price
Net Assets
628.24M
JVMAX
Price
$28.14
Change
+$0.30 (+1.08%)
Updated
Oct 20 closing price
Net Assets
23.85B
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IIVLX vs JVMAX

Header iconIIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$21.26
Change+$0.28 (+1.33%)
VolumeN/A
Net Assets628.24M
JHancock Disciplined Value Mid Cap A
Price$28.14
Change+$0.30 (+1.08%)
VolumeN/A
Net Assets23.85B
IIVLX vs JVMAX Comparison Chart in %
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IIVLX vs. JVMAX commentary
Oct 21, 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 StrongBuy and JVMAX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. IIVLX (628M). JVMAX pays higher dividends than IIVLX: JVMAX (0.55) vs IIVLX (0.17). 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 : -5.72 vs. IIVLX (-12.25). JVMAX return over 5 years is better than : 45.61 vs. IIVLX (11.19).
IIVLXJVMAXIIVLX / JVMAX
Total Expense Ratio1.941.10176%
Annual Report Gross Expense Ratio1.941.11175%
Fund Existence23 years28 years-
Gain YTD4.5349.52048%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets628M23.9B3%
Annual Yield % from dividends0.170.5531%
Returns for 1 year-12.25-5.72214%
Returns for 3 years-2.8023.65-12%
Returns for 5 years11.1945.6125%
Returns for 10 years-10.8044.67-24%
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