Interact to see
Advertisement
Advertisement
IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$19.55
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets630.6M
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
IIVLX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IIVLX vs. JVMIX commentary
Dec 28, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. IIVLX (631M). 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 : 2.38 vs. IIVLX (-3.50). JVMIX return over 5 years is better than : 23.98 vs. IIVLX (-12.18).
| 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 | -2.591 | 3.599 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 23.9B | 3% |
| Annual Yield % from dividends | 0.17 | 0.74 | 23% |
| Returns for 1 year | -3.50 | 2.38 | -147% |
| Returns for 3 years | -3.98 | 16.35 | -24% |
| Returns for 5 years | -12.18 | 23.98 | -51% |
| Returns for 10 years | -8.31 | 50.19 | -17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers