Interact to see
Advertisement
Advertisement
IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$20.98
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets624.99M
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.74B
IIVLX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. JVMAX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. IIVLX (625M). JVMAX pays higher dividends than IIVLX: JVMAX (0.55) 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 : -6.10 vs. IIVLX (-12.74). JVMAX return over 5 years is better than : 43.73 vs. IIVLX (9.91).
| 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 | 3.986 | 9.048 | 44% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 23.7B | 3% |
| Annual Yield % from dividends | 0.17 | 0.55 | 31% |
| Returns for 1 year | -12.74 | -6.10 | 209% |
| Returns for 3 years | -3.80 | 22.95 | -17% |
| Returns for 5 years | 9.91 | 43.73 | 23% |
| Returns for 10 years | -11.08 | 44.99 | -25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ALTY | 11.82 | 0.04 | +0.35% |
| Global X Alternative Income ETF | |||
| GTEK | 39.36 | 0.04 | +0.10% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
| GENW | 12.25 | N/A | N/A |
| Genter Capital International Div ETF | |||
| AVUV | 97.06 | -0.03 | -0.03% |
| Avantis US Small Cap Value ETF | |||
| DLY | 14.63 | -0.04 | -0.27% |
| DoubleLine Yield Opportunities Fund | |||