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Compare predictions IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
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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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).
| IIVLX | JVMCX | IIVLX / JVMCX | |
| Total Expense Ratio | 1.97 | 1.86 | 106% |
| Annual Report Gross Expense Ratio | 1.97 | 1.87 | 105% |
| Fund Existence | 21 years | 12 years | - |
| Gain YTD | 5.830 | 9.750 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 1000 | 1000 | 100% |
| Net Assets | 701M | 20.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.49 | 3.54 | -183% |
| Returns for 3 years | -2.48 | 14.58 | -17% |
| Returns for 5 years | 9.87 | 43.66 | 23% |
| Returns for 10 years | 39.58 | 98.38 | 40% |
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