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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$21.50
Change+$0.63 (+3.02%)
VolumeN/A
Net Assets657.56M
JHancock Disciplined Value Mid Cap I
Price$30.04
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
IIVLX vs JVMIX Comparison Chart in %
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IIVLX vs. JVMIX commentary
Aug 25, 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: 24.2B vs. IIVLX (658M). JVMIX pays higher dividends than IIVLX: JVMIX (0.76) 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 (0.86). 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 : 1.88 vs. IIVLX (-6.72). JVMIX return over 5 years is better than : 57.22 vs. IIVLX (17.35).
| 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 | 7.125 | 11.466 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 24.2B | 3% |
| Annual Yield % from dividends | 0.18 | 0.76 | 23% |
| Returns for 1 year | -6.72 | 1.88 | -358% |
| Returns for 3 years | -8.80 | 18.67 | -47% |
| Returns for 5 years | 17.35 | 57.22 | 30% |
| Returns for 10 years | -0.83 | 66.21 | -1% |