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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$23.43
Change-$0.18 (-0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMSX Comparison Chart
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IIVLX vs. JVMSX commentary
Sep 21, 2024
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. IIVLX (718M). JVMSX pays higher dividends than IIVLX: JVMSX (0.52) vs IIVLX (0.28). IIVLX was incepted earlier than JVMSX: IIVLX (22 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. IIVLX (32.00). 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 : 15.87 vs. IIVLX (9.60). JVMSX return over 5 years is better than : 41.20 vs. IIVLX (9.19).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 8.403 | 9.835 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 23.4B | 3% |
| Annual Yield % from dividends | 0.28 | 0.52 | 54% |
| Returns for 1 year | 9.60 | 15.87 | 61% |
| Returns for 3 years | -12.01 | 9.84 | -122% |
| Returns for 5 years | 9.19 | 41.20 | 22% |
| Returns for 10 years | -12.05 | 56.40 | -21% |