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Compare trend and price IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$21.09
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$26.44
Change+$0.26 (+0.99%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMSX Comparison Chart
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IIVLX vs. JVMSX commentary
Dec 01, 2023
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: 20.4B vs. IIVLX (686M). JVMSX pays higher dividends than IIVLX: JVMSX (0.60) vs IIVLX (0.00). IIVLX was incepted earlier than JVMSX: IIVLX (21 years) vs JVMSX (12 years). IIVLX (1.97) is less costly to investors than JVMSX (1.26). IIVLX is a more actively managed with annual turnover of: 44.00 vs. JVMSX (41.00). 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 : -0.26 vs. IIVLX (-11.57). JVMSX return over 5 years is better than : 21.05 vs. IIVLX (2.28).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | 1.97 | 1.25 | 158% |
| Annual Report Gross Expense Ratio | 1.97 | 1.26 | 156% |
| Fund Existence | 21 years | 12 years | - |
| Gain YTD | 3.332 | 8.717 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 686M | 20.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -11.57 | -0.26 | 4,394% |
| Returns for 3 years | -0.66 | 18.37 | -4% |
| Returns for 5 years | 2.28 | 21.05 | 11% |
| Returns for 10 years | 36.14 | 52.36 | 69% |
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