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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$20.26
Change+$0.15 (+0.75%)
VolumeN/A
Net Assets643.44M
JHancock Disciplined Value Mid Cap C
Price$26.81
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets24.6B
IIVLX vs JVMCX Comparison Chart in %
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IIVLX vs. JVMCX 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.6B vs. IIVLX (643M). IIVLX pays higher dividends than JVMCX: IIVLX (0.42) vs JVMCX (0.00). IIVLX was incepted earlier than JVMCX: IIVLX (23 years) vs JVMCX (14 years). IIVLX (1.94) and JVMCX (1.86) have similar cost to investors . JVMCX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). IIVLX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 4.56 vs. IIVLX (0.92). JVMCX return over 5 years is better than : 15.03 vs. IIVLX (-13.56).
| IIVLX | JVMCX | IIVLX / JVMCX | |
| Total Expense Ratio | 1.94 | 1.85 | 105% |
| Annual Report Gross Expense Ratio | 1.94 | 1.86 | 104% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 4.974 | 4.808 | 103% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 0.92 | 4.56 | 20% |
| Returns for 3 years | -5.36 | 9.85 | -54% |
| Returns for 5 years | -13.56 | 15.03 | -90% |
| Returns for 10 years | 8.57 | 58.48 | 15% |
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