IIVLX
Price
$21.60
Change
+$0.07 (+0.33%)
Updated
Dec 8, 6:59 PM EST
JVMAX
Price
$25.68
Change
+$0.14 (+0.55%)
Updated
Dec 8, 6:59 PM EST
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IIVLX vs JVMAX ᐉ Comparison: Which is Better to Invest?

Header iconIIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$21.60
Change+$0.07 (+0.33%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$25.68
Change+$0.14 (+0.55%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMAX Comparison Chart

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VS
IIVLX vs. JVMAX commentary
Dec 11, 2023

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 (701M). JVMAX pays higher dividends than IIVLX: JVMAX (0.71) vs IIVLX (0.00). IIVLX was incepted earlier than JVMAX: IIVLX (21 years) vs JVMAX (27 years). IIVLX (1.97) is less costly to investors than JVMAX (1.12). IIVLX is a more actively managed with annual turnover of: 44.00 vs. JVMAX (41.00). IIVLX (1000) and JVMAX (1000) have matching initial minimum investment requirements. IIVLX (1000) and JVMAX (1000) have similar IRA initial investment minimum. JVMAX annual gain was more profitable for investors over the last year : 4.31 vs. IIVLX (-6.49). JVMAX return over 5 years is better than : 29.36 vs. IIVLX (9.87).
IIVLXJVMAXIIVLX / JVMAX
Total Expense Ratio1.971.11177%
Annual Report Gross Expense Ratio1.971.12176%
Fund Existence21 years27 years-
Gain YTD5.83010.54755%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRA10001000100%
Net Assets701M20.9B3%
Annual Yield % from dividends0.000.71-
Returns for 1 year-6.494.31-150%
Returns for 3 years-2.4816.37-15%
Returns for 5 years9.8729.3634%
Returns for 10 years39.5856.4170%
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