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IIVLX vs JVMAX
IIVLX vs JVMAX Comparison
Open Charts IIVLX vs JVMAX
Transamerica Small/Mid Cap Value C
Price$20.26
Change+$0.15 (+0.75%)
VolumeN/A
Net Assets643.44M
JHancock Disciplined Value Mid Cap A
Price$27.01
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets24.6B
IIVLX vs JVMAX Comparison Chart in %
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IIVLX vs. JVMAX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.6B vs. IIVLX (643M). JVMAX pays higher dividends than IIVLX: JVMAX (0.55) vs IIVLX (0.42). IIVLX was incepted earlier than JVMAX: IIVLX (23 years) vs JVMAX (29 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 : 5.38 vs. IIVLX (0.92). JVMAX return over 5 years is better than : 18.65 vs. IIVLX (-13.56).
| 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 | 29 years | - |
| Gain YTD | 4.974 | 4.812 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 24.6B | 3% |
| Annual Yield % from dividends | 0.42 | 0.55 | 77% |
| Returns for 1 year | 0.92 | 5.38 | 17% |
| Returns for 3 years | -5.36 | 12.48 | -43% |
| Returns for 5 years | -13.56 | 18.65 | -73% |
| Returns for 10 years | 8.57 | 67.30 | 13% |
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