IIVLX
Price
$19.53
Change
-$0.32 (-1.61%)
Updated
Mar 10 closing price
Net Assets
649.12M
JVMTX
Price
$26.18
Change
-$0.50 (-1.87%)
Updated
Mar 10 closing price
Net Assets
21.34B
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IIVLX vs JVMTX

Header iconIIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTXBanner chart's image
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.

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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).
IIVLXJVMTXIIVLX / JVMTX
Total Expense Ratio1.941.00194%
Annual Report Gross Expense Ratio1.941.11175%
Fund Existence22 years12 years-
Gain YTD-1.096-0.855128%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets649M21.3B3%
Annual Yield % from dividends0.180.6726%
Returns for 1 year-10.83-7.59143%
Returns for 3 years-15.094.31-350%
Returns for 5 years7.1840.8918%
Returns for 10 years-17.0035.92-47%
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