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JVMCX vs TSMVX
JVMCX vs TSMVX Comparison
Open Charts JVMCX vs TSMVX
JHancock Disciplined Value Mid Cap C
Price$25.50
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets21.3B
Transamerica Small/Mid Cap Value I2
Price$26.68
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets638.5M
JVMCX vs TSMVX Comparison Chart
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JVMCX vs. TSMVX commentary
May 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 JVMCX is a Buy and TSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.3B vs. TSMVX (639M). TSMVX pays higher dividends than JVMCX: TSMVX (1.18) vs JVMCX (0.00). JVMCX was incepted earlier than TSMVX: JVMCX (14 years) vs TSMVX (20 years). JVMCX (1.88) is less costly to investors than TSMVX (0.80). JVMCX (47.00) and TSMVX (46.00) have comparable annual turnover. TSMVX has a lower initial minimum investment than JVMCX: TSMVX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -7.40 vs. TSMVX (-8.00). JVMCX return over 5 years is better than : 51.48 vs. TSMVX (39.00).
| JVMCX | TSMVX | JVMCX / TSMVX | |
| Total Expense Ratio | 1.87 | 0.80 | 234% |
| Annual Report Gross Expense Ratio | 1.88 | 0.80 | 235% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 0.870 | -0.508 | -171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 639M | 3,333% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -7.40 | -8.00 | 93% |
| Returns for 3 years | 5.65 | -5.13 | -110% |
| Returns for 5 years | 51.48 | 39.00 | 132% |
| Returns for 10 years | 22.42 | 0.87 | 2,573% |
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