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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$20.72
Change+$0.19 (+0.93%)
VolumeN/A
Net Assets682.37M
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
IIVLX vs JVMAX Comparison Chart
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IIVLX vs. JVMAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IIVLX (682M). JVMAX pays higher dividends than IIVLX: JVMAX (0.67) vs IIVLX (0.28). IIVLX was incepted earlier than JVMAX: IIVLX (22 years) vs JVMAX (28 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 : 3.68 vs. IIVLX (-3.31). JVMAX return over 5 years is better than : 28.55 vs. IIVLX (-3.33).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 2.292 | 3.659 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 23.1B | 3% |
| Annual Yield % from dividends | 0.28 | 0.67 | 42% |
| Returns for 1 year | -3.31 | 3.68 | -90% |
| Returns for 3 years | -15.17 | 3.11 | -488% |
| Returns for 5 years | -3.33 | 28.55 | -12% |
| Returns for 10 years | -13.11 | 41.55 | -32% |
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