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IIVLX vs JVMRX
IIVLX vs JVMRX Comparison
Open Charts IIVLX vs JVMRX
Transamerica Small/Mid Cap Value C
Price$20.83
Change-$0.11 (-0.53%)
VolumeN/A
Net Assets642.15M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
IIVLX vs JVMRX Comparison Chart in %
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IIVLX vs. JVMRX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. IIVLX (642M). JVMRX pays higher dividends than IIVLX: JVMRX (0.86) 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 : 0.87 vs. IIVLX (-8.96). JVMRX return over 5 years is better than : 50.62 vs. IIVLX (10.40).
| 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 | 3.787 | 9.057 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 23.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.86 | 20% |
| Returns for 1 year | -8.96 | 0.87 | -1,034% |
| Returns for 3 years | -14.74 | 12.17 | -121% |
| Returns for 5 years | 10.40 | 50.62 | 21% |
| Returns for 10 years | -14.26 | 46.16 | -31% |
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