IIVLX
Price
$21.65
Change
+$0.56 (+2.66%)
Updated
Dec 1, 6:59 PM EST
JVMTX
Price
$27.01
Change
+$0.43 (+1.62%)
Updated
Dec 1, 6:59 PM EST
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IIVLX vs JVMTX ᐉ Comparison: Which is Better to Invest?

Header iconIIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$21.65
Change+$0.56 (+2.66%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$27.01
Change+$0.43 (+1.62%)
VolumeN/A
CapitalizationN/A
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IIVLX vs JVMTX Comparison Chart

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VS
IIVLX vs. JVMTX commentary
Dec 02, 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 JVMTX is a Hold.

FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. IIVLX (691M). JVMTX pays higher dividends than IIVLX: JVMTX (0.85) vs IIVLX (0.00). IIVLX was incepted earlier than JVMTX: IIVLX (21 years) vs JVMTX (10 years). IIVLX (1.97) is less costly to investors than JVMTX (1.11). IIVLX is a more actively managed with annual turnover of: 44.00 vs. JVMTX (41.00). 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 : 1.69 vs. IIVLX (-9.00). JVMTX return over 5 years is better than : 23.99 vs. IIVLX (5.00).
IIVLXJVMTXIIVLX / JVMTX
Total Expense Ratio1.971.00197%
Annual Report Gross Expense Ratio1.971.11177%
Fund Existence21 years10 years-
Gain YTD6.07510.74257%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRA1000N/A-
Net Assets691M20.6B3%
Annual Yield % from dividends0.000.85-
Returns for 1 year-9.001.69-534%
Returns for 3 years0.5119.443%
Returns for 5 years5.0023.9921%
Returns for 10 years40.3158.1869%
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