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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$18.26
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets591M
JHancock Disciplined Value Mid Cap R2
Price$24.73
Change+$0.23 (+0.94%)
VolumeN/A
Net Assets19.62B
IIVLX vs JVMSX Comparison Chart
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IIVLX vs. JVMSX commentary
Apr 19, 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 Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.6B vs. IIVLX (591M). JVMSX pays higher dividends than IIVLX: JVMSX (0.45) vs IIVLX (0.18). IIVLX was incepted earlier than JVMSX: IIVLX (22 years) vs JVMSX (13 years). IIVLX (1.94) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 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 : -10.62 vs. IIVLX (-14.76). JVMSX return over 5 years is better than : 47.92 vs. IIVLX (16.72).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | 1.94 | 1.25 | 155% |
| Annual Report Gross Expense Ratio | 1.94 | 1.26 | 154% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | -9.018 | -7.758 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 19.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.45 | 40% |
| Returns for 1 year | -14.76 | -10.62 | 139% |
| Returns for 3 years | -25.41 | -7.75 | 328% |
| Returns for 5 years | 16.72 | 47.92 | 35% |
| Returns for 10 years | -26.82 | 21.11 | -127% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| THLV | 26.10 | 0.28 | +1.08% |
| THOR Equal Weight Low Volatility ETF | |||
| PPIE | 23.99 | 0.25 | +1.07% |
| Putnam PanAgora ESG Intl Eq ETF | |||
| DLN | 74.73 | 0.57 | +0.77% |
| WisdomTree US LargeCap Dividend ETF | |||
| TGLR | 27.03 | 0.18 | +0.67% |
| LAFFER|TENGLER Equity Income ETF | |||
| SCMB | 24.96 | 0.01 | +0.04% |
| Schwab Municipal Bond ETF | |||