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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$20.35
Change-$0.81 (-3.83%)
VolumeN/A
Net Assets649.2M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
IIVLX vs JVMTX Comparison Chart in %
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IIVLX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IIVLX (649M). JVMTX pays higher dividends than IIVLX: JVMTX (0.60) vs IIVLX (0.40). IIVLX was incepted earlier than JVMTX: IIVLX (23 years) vs JVMTX (13 years). IIVLX (1.94) is less costly to investors than JVMTX (1.10). JVMTX (49.00) and IIVLX (48.00) have comparable annual turnover. 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 : 4.79 vs. IIVLX (0.62). JVMTX return over 5 years is better than : 22.28 vs. IIVLX (-13.90).
| 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 | 13 years | - |
| Gain YTD | 5.440 | 5.177 | 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 | 0.60 | 68% |
| Returns for 1 year | 0.62 | 4.79 | 13% |
| Returns for 3 years | -7.50 | 11.22 | -67% |
| Returns for 5 years | -13.90 | 22.28 | -62% |
| Returns for 10 years | 10.11 | 76.80 | 13% |
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