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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$20.72
Change+$0.19 (+0.93%)
VolumeN/A
Net Assets682.37M
JHancock Disciplined Value Mid Cap R2
Price$28.04
Change+$0.25 (+0.90%)
VolumeN/A
Net Assets23.09B
IIVLX vs JVMSX Comparison Chart
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IIVLX vs. JVMSX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. IIVLX (682M). 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 : 4.08 vs. IIVLX (-3.31). JVMSX return over 5 years is better than : 29.59 vs. IIVLX (-3.33).
| 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 | 2.292 | 3.655 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 23.1B | 3% |
| Annual Yield % from dividends | 0.28 | 0.52 | 54% |
| Returns for 1 year | -3.31 | 4.08 | -81% |
| Returns for 3 years | -15.17 | 3.78 | -401% |
| Returns for 5 years | -3.33 | 29.59 | -11% |
| Returns for 10 years | -13.11 | 43.44 | -30% |
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