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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$20.83
Change-$0.11 (-0.53%)
VolumeN/A
Net Assets642.15M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
IIVLX vs JVMSX Comparison Chart in %
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IIVLX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. IIVLX (642M). JVMSX pays higher dividends than IIVLX: JVMSX (0.41) vs IIVLX (0.18). IIVLX was incepted earlier than JVMSX: IIVLX (23 years) vs JVMSX (13 years). IIVLX (1.94) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). JVMSX has a lower initial minimum investment than IIVLX: JVMSX (0) vs IIVLX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. IIVLX (-8.96). JVMSX return over 5 years is better than : 48.09 vs. IIVLX (10.40).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | 1.94 | 1.25 | 155% |
| Annual Report Gross Expense Ratio | 1.94 | 1.26 | 154% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 3.787 | 8.728 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 23.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.41 | 43% |
| Returns for 1 year | -8.96 | 0.34 | -2,629% |
| Returns for 3 years | -14.74 | 10.96 | -135% |
| Returns for 5 years | 10.40 | 48.09 | 22% |
| Returns for 10 years | -14.26 | 41.60 | -34% |
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