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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$20.98
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets628.24M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
IIVLX vs JVMIX Comparison Chart in %
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IIVLX vs. JVMIX commentary
Oct 19, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. IIVLX (628M). JVMIX pays higher dividends than IIVLX: JVMIX (0.74) vs IIVLX (0.17). IIVLX was incepted earlier than JVMIX: IIVLX (23 years) vs JVMIX (28 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 : -4.87 vs. IIVLX (-12.28). JVMIX return over 5 years is better than : 47.49 vs. IIVLX (10.49).
| 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 | 28 years | - |
| Gain YTD | 4.534 | 9.759 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 23.9B | 3% |
| Annual Yield % from dividends | 0.17 | 0.74 | 23% |
| Returns for 1 year | -12.28 | -4.87 | 252% |
| Returns for 3 years | -3.29 | 25.37 | -13% |
| Returns for 5 years | 10.49 | 47.49 | 22% |
| Returns for 10 years | -10.61 | 51.49 | -21% |
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