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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$20.13
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets634.64M
JHancock Disciplined Value Mid Cap A
Price$26.88
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets22.07B
IIVLX vs JVMAX Comparison Chart in %
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IIVLX vs. JVMAX commentary
Jul 02, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.1B vs. IIVLX (635M). JVMAX pays higher dividends than IIVLX: JVMAX (0.58) vs IIVLX (0.18). IIVLX was incepted earlier than JVMAX: IIVLX (23 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: 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 : -0.43 vs. IIVLX (-7.97). JVMAX return over 5 years is better than : 56.29 vs. IIVLX (16.74).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.94 | 1.12 | 173% |
| Annual Report Gross Expense Ratio | 1.94 | 1.13 | 172% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 0.199 | 5.389 | 4% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 22.1B | 3% |
| Annual Yield % from dividends | 0.18 | 0.58 | 31% |
| Returns for 1 year | -7.97 | -0.43 | 1,854% |
| Returns for 3 years | -9.83 | 18.72 | -52% |
| Returns for 5 years | 16.74 | 56.29 | 30% |
| Returns for 10 years | -18.92 | 38.24 | -49% |
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