IIVLX
Price
$21.60
Change
+$0.07 (+0.33%)
Updated
Dec 8, 6:59 PM EST
JVMCX
Price
$25.44
Change
+$0.14 (+0.55%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions IIVLX vs JVMCX

Header iconIIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$21.60
Change+$0.07 (+0.33%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$25.44
Change+$0.14 (+0.55%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMCX Comparison Chart

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VS
IIVLX vs. JVMCX commentary
Dec 11, 2023

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 (701M). IIVLX (0.00) and JVMCX (0.00) have matching dividends . IIVLX was incepted earlier than JVMCX: IIVLX (21 years) vs JVMCX (12 years). IIVLX (1.97) is less costly to investors than JVMCX (1.87). IIVLX is a more actively managed with annual turnover of: 44.00 vs. JVMCX (41.00). IIVLX (1000) and JVMCX (1000) have matching initial minimum investment requirements. IIVLX (1000) and JVMCX (1000) have similar IRA initial investment minimum. JVMCX annual gain was more profitable for investors over the last year : 3.54 vs. IIVLX (-6.49). JVMCX return over 5 years is better than : 43.66 vs. IIVLX (9.87).
IIVLXJVMCXIIVLX / JVMCX
Total Expense Ratio1.971.86106%
Annual Report Gross Expense Ratio1.971.87105%
Fund Existence21 years12 years-
Gain YTD5.8309.75060%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRA10001000100%
Net Assets701M20.9B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.493.54-183%
Returns for 3 years-2.4814.58-17%
Returns for 5 years9.8743.6623%
Returns for 10 years39.5898.3840%
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