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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$19.24
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets619.45M
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
IIVLX vs JVMTX Comparison Chart
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IIVLX vs. JVMTX commentary
May 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. IIVLX (619M). JVMTX pays higher dividends than IIVLX: JVMTX (0.71) vs IIVLX (0.19). IIVLX was incepted earlier than JVMTX: IIVLX (23 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 : -7.79 vs. IIVLX (-14.79). JVMTX return over 5 years is better than : 54.21 vs. IIVLX (17.53).
| IIVLX | JVMTX | IIVLX / JVMTX | |
| Total Expense Ratio | 1.94 | 1.00 | 194% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -4.136 | -1.041 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 20.9B | 3% |
| Annual Yield % from dividends | 0.19 | 0.71 | 26% |
| Returns for 1 year | -14.79 | -7.79 | 190% |
| Returns for 3 years | -16.20 | 6.79 | -239% |
| Returns for 5 years | 17.53 | 54.21 | 32% |
| Returns for 10 years | -21.89 | 32.23 | -68% |
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