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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$20.69
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets649.28M
JHancock Disciplined Value Mid Cap I
Price$29.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.98B
IIVLX vs JVMIX Comparison Chart in %
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IIVLX vs. JVMIX commentary
Jul 30, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23B vs. IIVLX (649M). JVMIX pays higher dividends than IIVLX: JVMIX (0.78) vs IIVLX (0.18). IIVLX was incepted earlier than JVMIX: IIVLX (23 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: 49.00 vs. IIVLX (46.00). 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 : -0.56 vs. IIVLX (-11.47). JVMIX return over 5 years is better than : 56.57 vs. IIVLX (15.44).
| IIVLX | JVMIX | IIVLX / JVMIX | |
| Total Expense Ratio | 1.94 | 0.87 | 223% |
| Annual Report Gross Expense Ratio | 1.94 | 0.88 | 220% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.438 | 8.905 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 23B | 3% |
| Annual Yield % from dividends | 0.18 | 0.78 | 23% |
| Returns for 1 year | -11.47 | -0.56 | 2,037% |
| Returns for 3 years | -12.20 | 16.35 | -75% |
| Returns for 5 years | 15.44 | 56.57 | 27% |
| Returns for 10 years | -14.90 | 47.21 | -32% |
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