Interact to see
Advertisement
Advertisement
JVMAX vs TSVIX
JVMAX vs TSVIX Comparison
Open Charts JVMAX vs TSVIX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
Transamerica Small/Mid Cap Value I
Price$28.50
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets651.43M
JVMAX vs TSVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. TSVIX commentary
Jul 08, 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: 22.6B vs. TSVIX (651M). TSVIX pays higher dividends than JVMAX: TSVIX (1.01) vs JVMAX (0.58). 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 is a more actively managed with annual turnover of: 49.00 vs. TSVIX (46.00). 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 : 2.59 vs. TSVIX (-0.24). JVMAX return over 5 years is better than : 59.32 vs. TSVIX (36.68).
| 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 | 8.301 | 3.636 | 228% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 651M | 3,472% |
| Annual Yield % from dividends | 0.58 | 1.01 | 57% |
| Returns for 1 year | 2.59 | -0.24 | -1,089% |
| Returns for 3 years | 22.00 | 1.88 | 1,167% |
| Returns for 5 years | 59.32 | 36.68 | 162% |
| Returns for 10 years | 42.63 | 5.75 | 742% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement