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IIVLX vs JVMTX
IIVLX vs JVMTX Comparison
Open Charts IIVLX vs JVMTX
Transamerica Small/Mid Cap Value C
Price$19.55
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets630.6M
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
IIVLX vs JVMTX Comparison Chart in %
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IIVLX vs. JVMTX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. IIVLX (631M). JVMTX pays higher dividends than IIVLX: JVMTX (0.61) vs IIVLX (0.17). 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 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 : 2.35 vs. IIVLX (-3.50). JVMTX return over 5 years is better than : 23.38 vs. IIVLX (-12.18).
| 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 | -2.591 | 3.567 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 23.9B | 3% |
| Annual Yield % from dividends | 0.17 | 0.61 | 27% |
| Returns for 1 year | -3.50 | 2.35 | -149% |
| Returns for 3 years | -3.98 | 15.93 | -25% |
| Returns for 5 years | -12.18 | 23.38 | -52% |
| Returns for 10 years | -8.31 | 48.70 | -17% |
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