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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$20.57
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets612.01M
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
IIVLX vs JVMIX Comparison Chart in %
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IIVLX vs. JVMIX commentary
Nov 20, 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: 23.5B vs. IIVLX (612M). JVMIX pays higher dividends than IIVLX: JVMIX (0.75) 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 : -6.42 vs. IIVLX (-13.52). JVMIX return over 5 years is better than : 32.85 vs. IIVLX (-1.28).
| 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 | 2.840 | 7.829 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 23.5B | 3% |
| Annual Yield % from dividends | 0.17 | 0.75 | 23% |
| Returns for 1 year | -13.52 | -6.42 | 211% |
| Returns for 3 years | -10.37 | 12.74 | -81% |
| Returns for 5 years | -1.28 | 32.85 | -4% |
| Returns for 10 years | -13.59 | 45.13 | -30% |
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