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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$20.75
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets649.65M
JHancock Disciplined Value Mid Cap R4
Price$29.28
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets22.6B
IIVLX vs JVMTX Comparison Chart in %
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IIVLX vs. JVMTX commentary
Jul 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: 22.6B vs. IIVLX (650M). JVMTX pays higher dividends than IIVLX: JVMTX (0.65) vs IIVLX (0.18). 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: 49.00 vs. IIVLX (46.00). 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 : 2.84 vs. IIVLX (-5.33). JVMTX return over 5 years is better than : 64.15 vs. IIVLX (20.59).
| 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 | 2.790 | 8.213 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 22.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.65 | 27% |
| Returns for 1 year | -5.33 | 2.84 | -187% |
| Returns for 3 years | -6.58 | 24.18 | -27% |
| Returns for 5 years | 20.59 | 64.15 | 32% |
| Returns for 10 years | -16.99 | 45.21 | -38% |
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