IIVLX
Price
$21.29
Change
-$0.00 (-0.00%)
Updated
Sep 17 closing price
Net Assets
649.13M
JVMCX
Price
$28.10
Change
-$0.01 (-0.04%)
Updated
Sep 17 closing price
Net Assets
24.35B
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IIVLX vs JVMCX

Header iconIIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$21.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets649.13M
JHancock Disciplined Value Mid Cap C
Price$28.10
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets24.35B
IIVLX vs JVMCX Comparison Chart in %
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IIVLX vs. JVMCX commentary
Sep 18, 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 StrongBuy and JVMCX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. IIVLX (649M). IIVLX pays higher dividends than JVMCX: IIVLX (0.17) vs JVMCX (0.00). IIVLX was incepted earlier than JVMCX: IIVLX (23 years) vs JVMCX (14 years). IIVLX (1.94) and JVMCX (1.86) 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 : -1.02 vs. IIVLX (-8.66). JVMCX return over 5 years is better than : 49.23 vs. IIVLX (17.35).
IIVLXJVMCXIIVLX / JVMCX
Total Expense Ratio1.941.85105%
Annual Report Gross Expense Ratio1.941.86104%
Fund Existence23 years14 years-
Gain YTD6.07911.10755%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets649M24.3B3%
Annual Yield % from dividends0.170.00-
Returns for 1 year-8.66-1.02848%
Returns for 3 years-4.3721.60-20%
Returns for 5 years17.3549.2335%
Returns for 10 years-6.2746.05-14%
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