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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$20.68
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets651.43M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IIVLX vs JVMTX Comparison Chart in %
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IIVLX vs. JVMTX commentary
Jul 07, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. IIVLX (651M). JVMTX pays higher dividends than IIVLX: JVMTX (0.65) vs IIVLX (0.18). IIVLX was incepted earlier than JVMTX: IIVLX (23 years) vs JVMTX (12 years). IIVLX (1.94) is less costly to investors than JVMTX (1.11). JVMTX (47.00) and IIVLX (46.00) 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 : 3.31 vs. IIVLX (-4.84). JVMTX return over 5 years is better than : 61.96 vs. IIVLX (19.56).
| IIVLX | JVMTX | IIVLX / JVMTX | |
| Total Expense Ratio | 1.94 | 1.00 | 194% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 3.039 | 8.361 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 22.6B | 3% |
| Annual Yield % from dividends | 0.18 | 0.65 | 27% |
| Returns for 1 year | -4.84 | 3.31 | -146% |
| Returns for 3 years | -7.27 | 23.47 | -31% |
| Returns for 5 years | 19.56 | 61.96 | 32% |
| Returns for 10 years | -16.15 | 46.97 | -34% |
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