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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$20.98
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets628.24M
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
IIVLX vs JVMAX Comparison Chart in %
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IIVLX vs. JVMAX commentary
Oct 19, 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 StrongBuy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. IIVLX (628M). 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 : -5.69 vs. IIVLX (-12.28). JVMAX return over 5 years is better than : 44.35 vs. IIVLX (10.49).
| 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 | 4.534 | 9.520 | 48% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 23.9B | 3% |
| Annual Yield % from dividends | 0.17 | 0.55 | 31% |
| Returns for 1 year | -12.28 | -5.69 | 216% |
| Returns for 3 years | -3.29 | 23.48 | -14% |
| Returns for 5 years | 10.49 | 44.35 | 24% |
| Returns for 10 years | -10.61 | 45.62 | -23% |
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