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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$19.32
Change-$0.21 (-1.08%)
VolumeN/A
Net Assets638.04M
JHancock Disciplined Value Mid Cap C
Price$24.35
Change-$0.22 (-0.90%)
VolumeN/A
Net Assets20.93B
IIVLX vs JVMCX Comparison Chart
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IIVLX vs. JVMCX commentary
Mar 12, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.9B vs. IIVLX (638M). 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 : -10.26 vs. IIVLX (-12.19). JVMCX return over 5 years is better than : 64.15 vs. IIVLX (34.32).
| 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 | -2.691 | -2.885 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 20.9B | 3% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | -12.19 | -10.26 | 119% |
| Returns for 3 years | -17.61 | -2.06 | 856% |
| Returns for 5 years | 34.32 | 64.15 | 54% |
| Returns for 10 years | -19.71 | 22.02 | -90% |
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