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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$20.59
Change-$0.16 (-0.77%)
VolumeN/A
Net Assets647.5M
JHancock Disciplined Value Mid Cap R2
Price$28.91
Change-$0.22 (-0.76%)
VolumeN/A
Net Assets22.57B
IIVLX vs JVMSX Comparison Chart in %
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IIVLX vs. JVMSX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. IIVLX (647M). JVMSX pays higher dividends than IIVLX: JVMSX (0.42) vs IIVLX (0.18). IIVLX was incepted earlier than JVMSX: IIVLX (23 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: 49.00 vs. IIVLX (46.00). 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 : 0.72 vs. IIVLX (-7.79). JVMSX return over 5 years is better than : 62.36 vs. IIVLX (20.36).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | 1.94 | 1.25 | 155% |
| Annual Report Gross Expense Ratio | 1.94 | 1.26 | 154% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 2.591 | 7.833 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 22.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.42 | 42% |
| Returns for 1 year | -7.79 | 0.72 | -1,079% |
| Returns for 3 years | -6.84 | 23.49 | -29% |
| Returns for 5 years | 20.36 | 62.36 | 33% |
| Returns for 10 years | -17.51 | 41.98 | -42% |
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