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IIVLX vs JVMTX ᐉ Comparison: Which is Better to Invest?
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
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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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).
| IIVLX | JVMTX | IIVLX / JVMTX | |
| Total Expense Ratio | 1.97 | 1.00 | 197% |
| Annual Report Gross Expense Ratio | 1.97 | 1.11 | 177% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 6.075 | 10.742 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 691M | 20.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | -9.00 | 1.69 | -534% |
| Returns for 3 years | 0.51 | 19.44 | 3% |
| Returns for 5 years | 5.00 | 23.99 | 21% |
| Returns for 10 years | 40.31 | 58.18 | 69% |
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