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JVMAX vs TSVIX
JVMAX vs TSVIX Comparison
Open Charts JVMAX vs TSVIX
JHancock Disciplined Value Mid Cap A
Price$25.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
Transamerica Small/Mid Cap Value I
Price$26.90
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets624.22M
JVMAX vs TSVIX Comparison Chart
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JVMAX vs. TSVIX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. TSVIX (624M). TSVIX pays higher dividends than JVMAX: TSVIX (1.04) vs JVMAX (0.60). JVMAX was incepted earlier than TSVIX: JVMAX (28 years) vs TSVIX (16 years). JVMAX (1.13) is less costly to investors than TSVIX (0.89). JVMAX (47.00) and TSVIX (46.00) have comparable annual turnover. 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 : -4.36 vs. TSVIX (-7.41). JVMAX return over 5 years is better than : 36.60 vs. TSVIX (17.81).
| 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 | 16 years | - |
| Gain YTD | 2.164 | -2.145 | -101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 624M | 3,446% |
| Annual Yield % from dividends | 0.60 | 1.04 | 57% |
| Returns for 1 year | -4.36 | -7.41 | 59% |
| Returns for 3 years | 4.12 | -11.94 | -34% |
| Returns for 5 years | 36.60 | 17.81 | 206% |
| Returns for 10 years | 32.42 | -0.72 | -4,518% |
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