Interact to see
Advertisement
Advertisement
IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$21.44
Change-$0.23 (-1.06%)
VolumeN/A
Net Assets649M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
IIVLX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. JVMIX commentary
Sep 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IIVLX (649M). JVMIX pays higher dividends than IIVLX: JVMIX (0.74) vs IIVLX (0.17). IIVLX was incepted earlier than JVMIX: IIVLX (23 years) vs JVMIX (28 years). IIVLX (1.94) is less costly to investors than JVMIX (0.86). 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 : 3.52 vs. IIVLX (-5.38). JVMIX return over 5 years is better than : 58.22 vs. IIVLX (19.09).
| IIVLX | JVMIX | IIVLX / JVMIX | |
| Total Expense Ratio | 1.94 | 0.85 | 228% |
| Annual Report Gross Expense Ratio | 1.94 | 0.86 | 226% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 6.826 | 12.579 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 24.2B | 3% |
| Annual Yield % from dividends | 0.17 | 0.74 | 22% |
| Returns for 1 year | -5.38 | 3.52 | -153% |
| Returns for 3 years | -5.43 | 23.45 | -23% |
| Returns for 5 years | 19.09 | 58.22 | 33% |
| Returns for 10 years | -6.35 | 58.80 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers