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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$20.98
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets624.99M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.74B
IIVLX vs JVMCX Comparison Chart in %
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IIVLX vs. JVMCX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.7B vs. IIVLX (625M). 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 : -6.86 vs. IIVLX (-12.74). JVMCX return over 5 years is better than : 40.26 vs. IIVLX (9.91).
| IIVLX | JVMCX | IIVLX / JVMCX | |
| Total Expense Ratio | 1.94 | 1.85 | 105% |
| Annual Report Gross Expense Ratio | 1.94 | 1.86 | 104% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.986 | 8.419 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 23.7B | 3% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -12.74 | -6.86 | 186% |
| Returns for 3 years | -3.80 | 21.07 | -18% |
| Returns for 5 years | 9.91 | 40.26 | 25% |
| Returns for 10 years | -11.08 | 37.86 | -29% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ALTY | 11.82 | 0.04 | +0.35% |
| Global X Alternative Income ETF | |||
| GTEK | 39.36 | 0.04 | +0.10% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
| GENW | 12.25 | N/A | N/A |
| Genter Capital International Div ETF | |||
| AVUV | 97.06 | -0.03 | -0.03% |
| Avantis US Small Cap Value ETF | |||
| DLY | 14.63 | -0.04 | -0.27% |
| DoubleLine Yield Opportunities Fund | |||