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IIVLX vs JVMRX
IIVLX vs JVMRX Comparison
Open Charts IIVLX vs JVMRX
Transamerica Small/Mid Cap Value C
Price$20.35
Change-$0.81 (-3.83%)
VolumeN/A
Net Assets649.2M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
IIVLX vs JVMRX Comparison Chart in %
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IIVLX vs. JVMRX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. IIVLX (649M). JVMRX pays higher dividends than IIVLX: JVMRX (0.82) vs IIVLX (0.40). 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 (49.00) and IIVLX (48.00) have comparable annual turnover. 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 : 5.07 vs. IIVLX (0.62). JVMRX return over 5 years is better than : 23.56 vs. IIVLX (-13.90).
| 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 | 5.440 | 5.208 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 24.7B | 3% |
| Annual Yield % from dividends | 0.40 | 0.82 | 49% |
| Returns for 1 year | 0.62 | 5.07 | 12% |
| Returns for 3 years | -7.50 | 12.07 | -62% |
| Returns for 5 years | -13.90 | 23.56 | -59% |
| Returns for 10 years | 10.11 | 80.03 | 13% |
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