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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$19.32
Change-$0.21 (-1.08%)
VolumeN/A
Net Assets638.04M
JHancock Disciplined Value Mid Cap A
Price$24.50
Change-$0.22 (-0.89%)
VolumeN/A
Net Assets20.93B
IIVLX vs JVMAX Comparison Chart
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IIVLX vs. JVMAX commentary
Mar 12, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. IIVLX (638M). JVMAX pays higher dividends than IIVLX: JVMAX (0.59) vs IIVLX (0.18). IIVLX was incepted earlier than JVMAX: IIVLX (22 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 : -9.53 vs. IIVLX (-12.19). JVMAX return over 5 years is better than : 68.15 vs. IIVLX (34.32).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.94 | 1.12 | 173% |
| Annual Report Gross Expense Ratio | 1.94 | 1.13 | 172% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -2.691 | -2.754 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 20.9B | 3% |
| Annual Yield % from dividends | 0.18 | 0.59 | 30% |
| Returns for 1 year | -12.19 | -9.53 | 128% |
| Returns for 3 years | -17.61 | -0.54 | 3,263% |
| Returns for 5 years | 34.32 | 68.15 | 50% |
| Returns for 10 years | -19.71 | 28.32 | -70% |
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