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JVMAX vs TSMVX
JVMAX vs TSMVX Comparison
Open Charts JVMAX vs TSMVX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Transamerica Small/Mid Cap Value I2
Price$27.69
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets661.63M
JVMAX vs TSMVX Comparison Chart
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JVMAX vs. TSMVX commentary
Feb 23, 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 JVMAX is a StrongBuy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. TSMVX (662M). TSMVX pays higher dividends than JVMAX: TSMVX (1.10) vs JVMAX (0.67). JVMAX was incepted earlier than TSMVX: JVMAX (28 years) vs TSMVX (19 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. TSMVX (32.00). TSMVX has a lower initial minimum investment than JVMAX: TSMVX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -2.62 vs. TSMVX (-3.18). JVMAX return over 5 years is better than : 22.67 vs. TSMVX (5.92).
| JVMAX | TSMVX | JVMAX / TSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 2.046 | 0.399 | 513% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 662M | 3,399% |
| Annual Yield % from dividends | 0.67 | 1.10 | 61% |
| Returns for 1 year | -2.62 | -3.18 | 82% |
| Returns for 3 years | 2.26 | -7.52 | -30% |
| Returns for 5 years | 22.67 | 5.92 | 383% |
| Returns for 10 years | 32.20 | 3.83 | 840% |
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