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JVMCX vs TSVIX
JVMCX vs TSVIX Comparison
Open Charts JVMCX vs TSVIX
JHancock Disciplined Value Mid Cap C
Price$24.88
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
JVMCX vs TSVIX Comparison Chart
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JVMCX 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 JVMCX is a Buy and TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.6B vs. TSVIX (614M). TSVIX pays higher dividends than JVMCX: TSVIX (1.07) vs JVMCX (0.00). JVMCX was incepted earlier than TSVIX: JVMCX (14 years) vs TSVIX (15 years). JVMCX (1.88) is less costly to investors than TSVIX (0.89). JVMCX is a more actively managed with annual turnover of: 47.00 vs. TSVIX (32.00). JVMCX has a lower initial minimum investment than TSVIX: JVMCX (1000) vs TSVIX (1000000). JVMCX annual gain was more profitable for investors over the last year : -9.51 vs. TSVIX (-10.93). JVMCX return over 5 years is better than : 46.17 vs. TSVIX (32.72).
| JVMCX | TSVIX | JVMCX / TSVIX | |
| Total Expense Ratio | 1.87 | 0.89 | 210% |
| Annual Report Gross Expense Ratio | 1.88 | 0.89 | 211% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -2.609 | -4.873 | 54% |
| Front Load | N/A | 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 | 0.00 | 1.07 | - |
| Returns for 1 year | -9.51 | -10.93 | 87% |
| Returns for 3 years | 2.43 | -9.18 | -26% |
| Returns for 5 years | 46.17 | 32.72 | 141% |
| Returns for 10 years | 19.98 | -2.93 | -681% |
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