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IIVLX vs JVMRX
IIVLX vs JVMRX Comparison
Open Charts IIVLX vs JVMRX
Transamerica Small/Mid Cap Value C
Price$20.98
Change-$0.18 (-0.85%)
VolumeN/A
Net Assets629.66M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IIVLX vs JVMRX Comparison Chart in %
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IIVLX vs. JVMRX commentary
Nov 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IIVLX (630M). JVMRX pays higher dividends than IIVLX: JVMRX (0.85) 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 : -5.34 vs. IIVLX (-13.16). JVMRX return over 5 years is better than : 38.63 vs. IIVLX (2.77).
| 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 | 5.431 | 11.359 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 24.2B | 3% |
| Annual Yield % from dividends | 0.17 | 0.85 | 20% |
| Returns for 1 year | -13.16 | -5.34 | 246% |
| Returns for 3 years | -9.33 | 15.57 | -60% |
| Returns for 5 years | 2.77 | 38.63 | 7% |
| Returns for 10 years | -8.76 | 55.27 | -16% |
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