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IIVLX vs JVMIX
IIVLX vs JVMIX Comparison
Open Charts IIVLX vs JVMIX
Transamerica Small/Mid Cap Value C
Price$19.66
Change-$0.27 (-1.35%)
VolumeN/A
Net Assets626.67M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IIVLX vs JVMIX Comparison Chart
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IIVLX vs. JVMIX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. IIVLX (627M). JVMIX pays higher dividends than IIVLX: JVMIX (0.80) vs IIVLX (0.18). IIVLX was incepted earlier than JVMIX: IIVLX (23 years) vs JVMIX (28 years). IIVLX (1.94) is less costly to investors than JVMIX (0.88). JVMIX (47.00) and IIVLX (46.00) have comparable annual turnover. 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 : -2.87 vs. IIVLX (-9.82). JVMIX return over 5 years is better than : 52.19 vs. IIVLX (13.21).
| IIVLX | JVMIX | IIVLX / JVMIX | |
| Total Expense Ratio | 1.94 | 0.87 | 223% |
| Annual Report Gross Expense Ratio | 1.94 | 0.88 | 220% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.043 | 2.486 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 21.5B | 3% |
| Annual Yield % from dividends | 0.18 | 0.80 | 23% |
| Returns for 1 year | -9.82 | -2.87 | 343% |
| Returns for 3 years | -11.29 | 16.82 | -67% |
| Returns for 5 years | 13.21 | 52.19 | 25% |
| Returns for 10 years | -21.86 | 36.89 | -59% |
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