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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$20.72
Change+$0.19 (+0.93%)
VolumeN/A
Net Assets682.37M
JHancock Disciplined Value Mid Cap I
Price$28.20
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
IIVLX vs JVMIX Comparison Chart
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IIVLX vs. JVMIX commentary
Jan 31, 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 StrongBuy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. IIVLX (682M). JVMIX pays higher dividends than IIVLX: JVMIX (0.84) vs IIVLX (0.28). IIVLX was incepted earlier than JVMIX: IIVLX (22 years) vs JVMIX (28 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 : 4.53 vs. IIVLX (-3.31). JVMIX return over 5 years is better than : 31.31 vs. IIVLX (-3.33).
| IIVLX | JVMIX | IIVLX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 2.292 | 3.673 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 23.1B | 3% |
| Annual Yield % from dividends | 0.28 | 0.84 | 33% |
| Returns for 1 year | -3.31 | 4.53 | -73% |
| Returns for 3 years | -15.17 | 4.68 | -324% |
| Returns for 5 years | -3.33 | 31.31 | -11% |
| Returns for 10 years | -13.11 | 47.20 | -28% |
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