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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$18.26
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets591M
JHancock Disciplined Value Mid Cap C
Price$23.30
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
IIVLX vs JVMCX Comparison Chart
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IIVLX vs. JVMCX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.6B vs. IIVLX (591M). IIVLX pays higher dividends than JVMCX: IIVLX (0.18) vs JVMCX (0.00). IIVLX was incepted earlier than JVMCX: IIVLX (22 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: 47.00 vs. IIVLX (32.00). IIVLX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : -11.68 vs. IIVLX (-14.76). JVMCX return over 5 years is better than : 43.32 vs. IIVLX (16.72).
| IIVLX | JVMCX | IIVLX / JVMCX | |
| Total Expense Ratio | 1.94 | 1.87 | 104% |
| Annual Report Gross Expense Ratio | 1.94 | 1.88 | 103% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -9.018 | -7.905 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 19.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | -14.76 | -11.68 | 126% |
| Returns for 3 years | -25.41 | -9.71 | 262% |
| Returns for 5 years | 16.72 | 43.32 | 39% |
| Returns for 10 years | -26.82 | 13.62 | -197% |
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