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JVMAX vs TSVIX
JVMAX vs TSVIX Comparison
Open Charts JVMAX vs TSVIX
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
Transamerica Small/Mid Cap Value I
Price$26.47
Change+$0.31 (+1.19%)
VolumeN/A
Net Assets614.15M
JVMAX vs TSVIX Comparison Chart
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JVMAX vs. TSVIX commentary
May 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 JVMAX is a Buy and TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. TSVIX (614M). TSVIX pays higher dividends than JVMAX: TSVIX (1.07) vs JVMAX (0.63). JVMAX was incepted earlier than TSVIX: JVMAX (28 years) vs TSVIX (15 years). JVMAX (1.13) is less costly to investors than TSVIX (0.89). JVMAX is a more actively managed with annual turnover of: 47.00 vs. TSVIX (32.00). JVMAX has a lower initial minimum investment than TSVIX: JVMAX (1000) vs TSVIX (1000000). JVMAX annual gain was more profitable for investors over the last year : -8.80 vs. TSVIX (-10.93). JVMAX return over 5 years is better than : 49.78 vs. TSVIX (32.72).
| JVMAX | TSVIX | JVMAX / TSVIX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.13 | 0.89 | 127% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | -2.360 | -4.873 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 614M | 3,355% |
| Annual Yield % from dividends | 0.63 | 1.07 | 59% |
| Returns for 1 year | -8.80 | -10.93 | 80% |
| Returns for 3 years | 4.03 | -9.18 | -44% |
| Returns for 5 years | 49.78 | 32.72 | 152% |
| Returns for 10 years | 26.12 | -2.93 | -890% |
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