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IIVLX vs JVMCX
IIVLX vs JVMCX Comparison
Open Charts IIVLX vs JVMCX
Transamerica Small/Mid Cap Value C
Price$21.44
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets653.91M
JHancock Disciplined Value Mid Cap C
Price$28.21
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets24.32B
IIVLX vs JVMCX Comparison Chart in %
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IIVLX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. IIVLX (654M). IIVLX pays higher dividends than JVMCX: IIVLX (0.17) 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 : 1.22 vs. IIVLX (-5.22). JVMCX return over 5 years is better than : 48.03 vs. IIVLX (17.47).
| 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 | 6.826 | 11.265 | 61% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -5.22 | 1.22 | -427% |
| Returns for 3 years | -7.97 | 21.25 | -38% |
| Returns for 5 years | 17.47 | 48.03 | 36% |
| Returns for 10 years | -5.65 | 45.05 | -13% |
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