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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$21.44
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets653.91M
JHancock Disciplined Value Mid Cap A
Price$28.49
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets24.32B
IIVLX vs JVMAX Comparison Chart in %
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IIVLX vs. JVMAX commentary
Sep 09, 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 JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. IIVLX (654M). JVMAX pays higher dividends than IIVLX: JVMAX (0.55) vs IIVLX (0.17). IIVLX was incepted earlier than JVMAX: IIVLX (23 years) vs JVMAX (28 years). IIVLX (1.94) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). IIVLX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. IIVLX (-5.22). JVMAX return over 5 years is better than : 51.61 vs. IIVLX (17.47).
| IIVLX | JVMAX | IIVLX / JVMAX | |
| Total Expense Ratio | 1.94 | 1.10 | 176% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 6.826 | 11.802 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 24.3B | 3% |
| Annual Yield % from dividends | 0.17 | 0.55 | 30% |
| Returns for 1 year | -5.22 | 2.01 | -259% |
| Returns for 3 years | -7.97 | 23.09 | -35% |
| Returns for 5 years | 17.47 | 51.61 | 34% |
| Returns for 10 years | -5.65 | 52.52 | -11% |
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