Ad is loading...
IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$19.32
Change-$0.21 (-1.08%)
VolumeN/A
Net Assets638.04M
JHancock Disciplined Value Mid Cap I
Price$25.99
Change-$0.23 (-0.88%)
VolumeN/A
Net Assets20.93B
IIVLX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. JVMIX commentary
Mar 12, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. IIVLX (638M). JVMIX pays higher dividends than IIVLX: JVMIX (0.80) 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 : -8.78 vs. IIVLX (-12.19). JVMIX return over 5 years is better than : 71.78 vs. IIVLX (34.32).
| 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 | -2.691 | -2.709 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 20.9B | 3% |
| Annual Yield % from dividends | 0.18 | 0.80 | 22% |
| Returns for 1 year | -12.19 | -8.78 | 139% |
| Returns for 3 years | -17.61 | 0.95 | -1,847% |
| Returns for 5 years | 34.32 | 71.78 | 48% |
| Returns for 10 years | -19.71 | 33.49 | -59% |
View a ticker or compare two or three
VS
VS
Ad is loading...