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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$19.24
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets619.45M
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
IIVLX vs JVMAX Comparison Chart
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IIVLX vs. JVMAX commentary
May 11, 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: 20.9B vs. IIVLX (619M). JVMAX pays higher dividends than IIVLX: JVMAX (0.63) vs IIVLX (0.19). IIVLX was incepted earlier than JVMAX: IIVLX (23 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 : -8.42 vs. IIVLX (-14.79). JVMAX return over 5 years is better than : 51.71 vs. IIVLX (17.53).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.94 | 1.12 | 173% |
| Annual Report Gross Expense Ratio | 1.94 | 1.13 | 172% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -4.136 | -1.101 | 375% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 20.9B | 3% |
| Annual Yield % from dividends | 0.19 | 0.63 | 30% |
| Returns for 1 year | -14.79 | -8.42 | 176% |
| Returns for 3 years | -16.20 | 5.51 | -294% |
| Returns for 5 years | 17.53 | 51.71 | 34% |
| Returns for 10 years | -21.89 | 28.25 | -78% |
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