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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$19.25
Change+$0.23 (+1.21%)
VolumeN/A
Net Assets614.15M
JHancock Disciplined Value Mid Cap C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
IIVLX vs JVMCX Comparison Chart
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IIVLX vs. JVMCX commentary
May 09, 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: 20.6B vs. IIVLX (614M). IIVLX pays higher dividends than JVMCX: IIVLX (0.19) 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: 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 : -9.51 vs. IIVLX (-15.01). JVMCX return over 5 years is better than : 46.17 vs. IIVLX (16.18).
| 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 | -5.232 | -2.609 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 20.6B | 3% |
| Annual Yield % from dividends | 0.19 | 0.00 | - |
| Returns for 1 year | -15.01 | -9.51 | 158% |
| Returns for 3 years | -17.30 | 2.43 | -713% |
| Returns for 5 years | 16.18 | 46.17 | 35% |
| Returns for 10 years | -23.03 | 19.98 | -115% |
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