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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$19.53
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets649.12M
JHancock Disciplined Value Mid Cap R4
Price$26.18
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets21.34B
IIVLX vs JVMTX Comparison Chart
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IIVLX vs. JVMTX commentary
Mar 11, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. IIVLX (649M). JVMTX pays higher dividends than IIVLX: JVMTX (0.67) vs IIVLX (0.18). IIVLX was incepted earlier than JVMTX: IIVLX (22 years) vs JVMTX (12 years). IIVLX (1.94) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. IIVLX (32.00). JVMTX has a lower initial minimum investment than IIVLX: JVMTX (0) vs IIVLX (1000). JVMTX annual gain was more profitable for investors over the last year : -7.59 vs. IIVLX (-10.83). JVMTX return over 5 years is better than : 40.89 vs. IIVLX (7.18).
| IIVLX | JVMTX | IIVLX / JVMTX | |
| Total Expense Ratio | 1.94 | 1.00 | 194% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | -1.096 | -0.855 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 21.3B | 3% |
| Annual Yield % from dividends | 0.18 | 0.67 | 26% |
| Returns for 1 year | -10.83 | -7.59 | 143% |
| Returns for 3 years | -15.09 | 4.31 | -350% |
| Returns for 5 years | 7.18 | 40.89 | 18% |
| Returns for 10 years | -17.00 | 35.92 | -47% |
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