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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$23.43
Change-$0.18 (-0.76%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMTX Comparison Chart
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IIVLX vs. JVMTX commentary
Sep 21, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IIVLX (718M). JVMTX pays higher dividends than IIVLX: JVMTX (0.73) vs IIVLX (0.28). IIVLX was incepted earlier than JVMTX: IIVLX (22 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 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 : 16.17 vs. IIVLX (9.60). JVMTX return over 5 years is better than : 42.36 vs. IIVLX (9.19).
| IIVLX | JVMTX | IIVLX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 8.403 | 10.022 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 23.4B | 3% |
| Annual Yield % from dividends | 0.28 | 0.73 | 39% |
| Returns for 1 year | 9.60 | 16.17 | 59% |
| Returns for 3 years | -12.01 | 10.42 | -115% |
| Returns for 5 years | 9.19 | 42.36 | 22% |
| Returns for 10 years | -12.05 | 58.91 | -20% |
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