Ad is loading...
IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$23.03
Change-$0.75 (-3.15%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
IIVLX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. JVMAX commentary
Dec 19, 2024
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: 23.4B vs. IIVLX (703M). 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 : 10.66 vs. IIVLX (7.16). JVMAX return over 5 years is better than : 39.81 vs. IIVLX (8.97).
| 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 | 10.399 | 12.851 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 23.4B | 3% |
| Annual Yield % from dividends | 0.28 | 0.67 | 42% |
| Returns for 1 year | 7.16 | 10.66 | 67% |
| Returns for 3 years | -12.85 | 16.69 | -77% |
| Returns for 5 years | 8.97 | 39.81 | 23% |
| Returns for 10 years | -10.90 | 55.64 | -20% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers