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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$21.74
Change+$0.24 (+1.12%)
VolumeN/A
Net Assets638.47M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
IIVLX vs JVMIX Comparison Chart in %
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IIVLX vs. JVMIX commentary
Dec 04, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. IIVLX (638M). JVMIX pays higher dividends than IIVLX: JVMIX (0.74) vs IIVLX (0.17). IIVLX was incepted earlier than JVMIX: IIVLX (23 years) vs JVMIX (29 years). IIVLX (1.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). IIVLX has a lower initial minimum investment than JVMIX: IIVLX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -5.91 vs. IIVLX (-12.97). JVMIX return over 5 years is better than : 33.54 vs. IIVLX (-0.25).
| IIVLX | JVMIX | IIVLX / JVMIX | |
| Total Expense Ratio | 1.94 | 0.85 | 228% |
| Annual Report Gross Expense Ratio | 1.94 | 0.86 | 226% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 7.524 | 12.022 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 24.5B | 3% |
| Annual Yield % from dividends | 0.17 | 0.74 | 23% |
| Returns for 1 year | -12.97 | -5.91 | 220% |
| Returns for 3 years | -9.12 | 14.46 | -63% |
| Returns for 5 years | -0.25 | 33.54 | -1% |
| Returns for 10 years | -10.07 | 50.20 | -20% |
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