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IIVLX vs JVMRX
IIVLX vs JVMRX Comparison
Open Charts IIVLX vs JVMRX
Transamerica Small/Mid Cap Value C
Price$21.44
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets653.91M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
IIVLX vs JVMRX Comparison Chart in %
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IIVLX vs. JVMRX commentary
Sep 09, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. IIVLX (654M). JVMRX pays higher dividends than IIVLX: JVMRX (0.84) vs IIVLX (0.17). IIVLX was incepted earlier than JVMRX: IIVLX (23 years) vs JVMRX (14 years). IIVLX (1.94) is less costly to investors than JVMRX (0.75). 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 : 3.02 vs. IIVLX (-5.22). JVMRX return over 5 years is better than : 55.40 vs. IIVLX (17.47).
| IIVLX | JVMRX | IIVLX / JVMRX | |
| Total Expense Ratio | 1.94 | 0.74 | 262% |
| Annual Report Gross Expense Ratio | 1.94 | 0.75 | 259% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.826 | 12.064 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 24.4B | 3% |
| Annual Yield % from dividends | 0.17 | 0.84 | 20% |
| Returns for 1 year | -5.22 | 3.02 | -173% |
| Returns for 3 years | -7.97 | 25.20 | -32% |
| Returns for 5 years | 17.47 | 55.40 | 32% |
| Returns for 10 years | -5.65 | 59.55 | -9% |
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