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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$21.33
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets652.81M
JHancock Disciplined Value Mid Cap R2
Price$29.99
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets24.44B
IIVLX vs JVMSX Comparison Chart in %
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IIVLX vs. JVMSX commentary
Sep 16, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. IIVLX (653M). JVMSX pays higher dividends than IIVLX: JVMSX (0.40) vs IIVLX (0.17). IIVLX was incepted earlier than JVMSX: IIVLX (23 years) vs JVMSX (14 years). IIVLX (1.94) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). JVMSX has a lower initial minimum investment than IIVLX: JVMSX (0) vs IIVLX (1000). JVMSX annual gain was more profitable for investors over the last year : 1.87 vs. IIVLX (-6.98). JVMSX return over 5 years is better than : 51.92 vs. IIVLX (16.33).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | 1.94 | 1.24 | 156% |
| Annual Report Gross Expense Ratio | 1.94 | 1.25 | 155% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.826 | 12.272 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 24.4B | 3% |
| Annual Yield % from dividends | 0.17 | 0.40 | 42% |
| Returns for 1 year | -6.98 | 1.87 | -374% |
| Returns for 3 years | -3.69 | 25.03 | -15% |
| Returns for 5 years | 16.33 | 51.92 | 31% |
| Returns for 10 years | -5.61 | 56.63 | -10% |
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