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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$20.69
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets649.28M
JHancock Disciplined Value Mid Cap C
Price$27.40
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets22.98B
IIVLX vs JVMCX Comparison Chart in %
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IIVLX vs. JVMCX commentary
Jul 30, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23B vs. IIVLX (649M). IIVLX pays higher dividends than JVMCX: IIVLX (0.18) vs JVMCX (0.00). IIVLX was incepted earlier than JVMCX: IIVLX (23 years) vs JVMCX (14 years). IIVLX (1.94) and JVMCX (1.88) have similar cost to investors . JVMCX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). IIVLX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -2.21 vs. IIVLX (-11.47). JVMCX return over 5 years is better than : 49.61 vs. IIVLX (15.44).
| IIVLX | JVMCX | IIVLX / JVMCX | |
| Total Expense Ratio | 1.94 | 1.87 | 104% |
| Annual Report Gross Expense Ratio | 1.94 | 1.88 | 103% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.438 | 8.261 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 23B | 3% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | -11.47 | -2.21 | 518% |
| Returns for 3 years | -12.20 | 12.83 | -95% |
| Returns for 5 years | 15.44 | 49.61 | 31% |
| Returns for 10 years | -14.90 | 34.55 | -43% |
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