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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$23.43
Change-$0.18 (-0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMIX Comparison Chart
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IIVLX vs. JVMIX commentary
Sep 21, 2024
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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. IIVLX (718M). JVMIX pays higher dividends than IIVLX: JVMIX (0.84) vs IIVLX (0.28). IIVLX was incepted earlier than JVMIX: IIVLX (22 years) vs JVMIX (27 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. IIVLX (32.00). IIVLX has a lower initial minimum investment than JVMIX: IIVLX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 16.37 vs. IIVLX (9.60). JVMIX return over 5 years is better than : 43.06 vs. IIVLX (9.19).
| IIVLX | JVMIX | IIVLX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 8.403 | 10.157 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 23.4B | 3% |
| Annual Yield % from dividends | 0.28 | 0.84 | 33% |
| Returns for 1 year | 9.60 | 16.37 | 59% |
| Returns for 3 years | -12.01 | 10.72 | -112% |
| Returns for 5 years | 9.19 | 43.06 | 21% |
| Returns for 10 years | -12.05 | 60.49 | -20% |