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IIVLX vs JVMSX
IIVLX vs JVMSX Comparison
Open Charts IIVLX vs JVMSX
Transamerica Small/Mid Cap Value C
Price$20.35
Change-$0.81 (-3.83%)
VolumeN/A
Net Assets649.2M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
IIVLX vs JVMSX Comparison Chart in %
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IIVLX vs. JVMSX commentary
Feb 04, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. IIVLX (649M). IIVLX pays higher dividends than JVMSX: IIVLX (0.40) vs JVMSX (0.37). IIVLX was incepted earlier than JVMSX: IIVLX (23 years) vs JVMSX (14 years). IIVLX (1.94) is less costly to investors than JVMSX (1.25). JVMSX (49.00) and IIVLX (48.00) have comparable annual turnover. 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 : 4.49 vs. IIVLX (0.62). JVMSX return over 5 years is better than : 20.95 vs. IIVLX (-13.90).
| IIVLX | JVMSX | IIVLX / JVMSX | |
| Total Expense Ratio | 1.94 | 1.24 | 156% |
| Annual Report Gross Expense Ratio | 1.94 | 1.25 | 155% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 5.440 | 5.163 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 24.7B | 3% |
| Annual Yield % from dividends | 0.40 | 0.37 | 109% |
| Returns for 1 year | 0.62 | 4.49 | 14% |
| Returns for 3 years | -7.50 | 10.32 | -73% |
| Returns for 5 years | -13.90 | 20.95 | -66% |
| Returns for 10 years | 10.11 | 73.49 | 14% |
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