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IIVLX vs JVMAX ᐉ Comparison: Which is Better to Invest?
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
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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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).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.97 | 1.11 | 177% |
| Annual Report Gross Expense Ratio | 1.97 | 1.12 | 176% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 5.830 | 10.547 | 55% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 1000 | 1000 | 100% |
| Net Assets | 701M | 20.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | -6.49 | 4.31 | -150% |
| Returns for 3 years | -2.48 | 16.37 | -15% |
| Returns for 5 years | 9.87 | 29.36 | 34% |
| Returns for 10 years | 39.58 | 56.41 | 70% |
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