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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$20.57
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets612.01M
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
IIVLX vs JVMAX Comparison Chart in %
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IIVLX vs. JVMAX commentary
Nov 20, 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: 23.5B vs. IIVLX (612M). JVMAX pays higher dividends than IIVLX: JVMAX (0.56) 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 : -7.23 vs. IIVLX (-13.52). JVMAX return over 5 years is better than : 30.06 vs. IIVLX (-1.28).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.94 | 1.10 | 176% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.840 | 7.592 | 37% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 23.5B | 3% |
| Annual Yield % from dividends | 0.17 | 0.56 | 30% |
| Returns for 1 year | -13.52 | -7.23 | 187% |
| Returns for 3 years | -10.37 | 11.06 | -94% |
| Returns for 5 years | -1.28 | 30.06 | -4% |
| Returns for 10 years | -13.59 | 39.59 | -34% |
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