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IIVLX vs JVMRX
IIVLX vs JVMRX Comparison
Open Charts IIVLX vs JVMRX
Transamerica Small/Mid Cap Value C
Price$19.37
Change-$0.51 (-2.57%)
VolumeN/A
Net Assets638.5M
JHancock Disciplined Value Mid Cap R6
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
IIVLX vs JVMRX Comparison Chart
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IIVLX vs. JVMRX commentary
May 22, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.8B vs. IIVLX (639M). JVMRX pays higher dividends than IIVLX: JVMRX (0.96) vs IIVLX (0.19). IIVLX was incepted earlier than JVMRX: IIVLX (23 years) vs JVMRX (14 years). IIVLX (1.94) is less costly to investors than JVMRX (0.76). JVMRX (47.00) and IIVLX (46.00) have comparable annual turnover. IIVLX has a lower initial minimum investment than JVMRX: IIVLX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.12 vs. IIVLX (-12.35). JVMRX return over 5 years is better than : 62.66 vs. IIVLX (21.14).
| IIVLX | JVMRX | IIVLX / JVMRX | |
| Total Expense Ratio | 1.94 | 0.75 | 259% |
| Annual Report Gross Expense Ratio | 1.94 | 0.76 | 255% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -0.947 | 3.526 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 21.8B | 3% |
| Annual Yield % from dividends | 0.19 | 0.96 | 19% |
| Returns for 1 year | -12.35 | -4.12 | 300% |
| Returns for 3 years | -13.93 | 13.26 | -105% |
| Returns for 5 years | 21.14 | 62.66 | 34% |
| Returns for 10 years | -20.55 | 37.64 | -55% |
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