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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$20.68
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets651.43M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
IIVLX vs JVMCX Comparison Chart in %
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IIVLX vs. JVMCX commentary
Jul 07, 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 Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. IIVLX (651M). IIVLX pays higher dividends than JVMCX: IIVLX (0.18) vs JVMCX (0.00). IIVLX was incepted earlier than JVMCX: IIVLX (23 years) vs JVMCX (14 years). IIVLX (1.94) and JVMCX (1.88) have similar cost to investors . JVMCX (47.00) and IIVLX (46.00) have comparable annual turnover. IIVLX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. IIVLX (-4.84). JVMCX return over 5 years is better than : 55.49 vs. IIVLX (19.56).
| IIVLX | JVMCX | IIVLX / JVMCX | |
| Total Expense Ratio | 1.94 | 1.87 | 104% |
| Annual Report Gross Expense Ratio | 1.94 | 1.88 | 103% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.039 | 7.905 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 22.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | -4.84 | 1.79 | -270% |
| Returns for 3 years | -7.27 | 20.12 | -36% |
| Returns for 5 years | 19.56 | 55.49 | 35% |
| Returns for 10 years | -16.15 | 35.64 | -45% |
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