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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$18.26
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets591M
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.62B
IIVLX vs JVMIX Comparison Chart
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IIVLX vs. JVMIX commentary
Apr 19, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.6B vs. IIVLX (591M). JVMIX pays higher dividends than IIVLX: JVMIX (0.83) vs IIVLX (0.18). IIVLX was incepted earlier than JVMIX: IIVLX (22 years) vs JVMIX (28 years). IIVLX (1.94) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 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 : -10.21 vs. IIVLX (-14.76). JVMIX return over 5 years is better than : 49.99 vs. IIVLX (16.72).
| IIVLX | JVMIX | IIVLX / JVMIX | |
| Total Expense Ratio | 1.94 | 0.87 | 223% |
| Annual Report Gross Expense Ratio | 1.94 | 0.88 | 220% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -9.018 | -7.644 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 19.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.83 | 22% |
| Returns for 1 year | -14.76 | -10.21 | 145% |
| Returns for 3 years | -25.41 | -6.91 | 368% |
| Returns for 5 years | 16.72 | 49.99 | 33% |
| Returns for 10 years | -26.82 | 24.24 | -111% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHMD | 34.84 | 0.40 | +1.16% |
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| FDVV | 46.56 | 0.42 | +0.91% |
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