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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$23.03
Change-$0.75 (-3.15%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$29.77
Change-$0.95 (-3.09%)
VolumeN/A
CapitalizationN/A
IIVLX vs JVMSX Comparison Chart
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IIVLX vs. JVMSX commentary
Dec 19, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. IIVLX (703M). 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 : 10.70 vs. IIVLX (7.16). JVMSX return over 5 years is better than : 40.17 vs. IIVLX (8.97).
| 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 | 10.399 | 12.734 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 23.4B | 3% |
| Annual Yield % from dividends | 0.28 | 0.52 | 54% |
| Returns for 1 year | 7.16 | 10.70 | 67% |
| Returns for 3 years | -12.85 | 16.81 | -76% |
| Returns for 5 years | 8.97 | 40.17 | 22% |
| Returns for 10 years | -10.90 | 56.91 | -19% |
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