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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$19.32
Change-$0.21 (-1.08%)
VolumeN/A
Net Assets638.04M
JHancock Disciplined Value Mid Cap R2
Price$25.83
Change-$0.24 (-0.92%)
VolumeN/A
Net Assets20.93B
IIVLX vs JVMSX Comparison Chart
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IIVLX vs. JVMSX commentary
Mar 12, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. IIVLX (638M). JVMSX pays higher dividends than IIVLX: JVMSX (0.43) 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 : -9.14 vs. IIVLX (-12.19). JVMSX return over 5 years is better than : 69.58 vs. IIVLX (34.32).
| 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 | -2.691 | -2.760 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 20.9B | 3% |
| Annual Yield % from dividends | 0.18 | 0.43 | 41% |
| Returns for 1 year | -12.19 | -9.14 | 133% |
| Returns for 3 years | -17.61 | 0.10 | -17,687% |
| Returns for 5 years | 34.32 | 69.58 | 49% |
| Returns for 10 years | -19.71 | 30.10 | -65% |
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