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IIVLX vs JVMRX
IIVLX vs JVMRX Comparison
Open Charts IIVLX vs JVMRX
Transamerica Small/Mid Cap Value C
Price$20.89
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets653.07M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IIVLX vs JVMRX Comparison Chart in %
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IIVLX vs. JVMRX commentary
Jul 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. IIVLX (653M). JVMRX pays higher dividends than IIVLX: JVMRX (0.88) vs IIVLX (0.18). IIVLX was incepted earlier than JVMRX: IIVLX (23 years) vs JVMRX (14 years). IIVLX (1.94) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). IIVLX has a lower initial minimum investment than JVMRX: IIVLX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. IIVLX (-9.29). JVMRX return over 5 years is better than : 58.56 vs. IIVLX (17.40).
| IIVLX | JVMRX | IIVLX / JVMRX | |
| Total Expense Ratio | 1.94 | 0.75 | 259% |
| Annual Report Gross Expense Ratio | 1.94 | 0.76 | 255% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 4.086 | 9.354 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 23.1B | 3% |
| Annual Yield % from dividends | 0.18 | 0.88 | 20% |
| Returns for 1 year | -9.29 | 1.28 | -726% |
| Returns for 3 years | -9.01 | 21.72 | -41% |
| Returns for 5 years | 17.40 | 58.56 | 30% |
| Returns for 10 years | -13.27 | 51.14 | -26% |
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