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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$21.44
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets653.91M
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
IIVLX vs JVMTX Comparison Chart in %
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IIVLX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. IIVLX (654M). JVMTX pays higher dividends than IIVLX: JVMTX (0.62) vs IIVLX (0.17). IIVLX was incepted earlier than JVMTX: IIVLX (23 years) vs JVMTX (12 years). IIVLX (1.94) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IIVLX (46.00). JVMTX has a lower initial minimum investment than IIVLX: JVMTX (0) vs IIVLX (1000). JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. IIVLX (-5.22). JVMTX return over 5 years is better than : 54.13 vs. IIVLX (17.47).
| IIVLX | JVMTX | IIVLX / JVMTX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.10 | 176% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 6.826 | 11.891 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 24.4B | 3% |
| Annual Yield % from dividends | 0.17 | 0.62 | 27% |
| Returns for 1 year | -5.22 | 2.74 | -191% |
| Returns for 3 years | -7.97 | 24.58 | -32% |
| Returns for 5 years | 17.47 | 54.13 | 32% |
| Returns for 10 years | -5.65 | 57.10 | -10% |
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