IIVLX
Price
$21.09
Change
-$0.00 (-0.00%)
Updated
Nov 30, 6:59 PM EST
JVMSX
Price
$26.44
Change
+$0.26 (+0.99%)
Updated
Nov 30, 6:59 PM EST
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Compare trend and price IIVLX vs JVMSX

Header iconIIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSXBanner chart's image
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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VS
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).
IIVLXJVMSXIIVLX / JVMSX
Total Expense Ratio1.971.25158%
Annual Report Gross Expense Ratio1.971.26156%
Fund Existence21 years12 years-
Gain YTD3.3328.71738%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRA1000N/A-
Net Assets686M20.4B3%
Annual Yield % from dividends0.000.60-
Returns for 1 year-11.57-0.264,394%
Returns for 3 years-0.6618.37-4%
Returns for 5 years2.2821.0511%
Returns for 10 years36.1452.3669%
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