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JVMCX vs TSVIX
JVMCX vs TSVIX Comparison
Open Charts JVMCX vs TSVIX
JHancock Disciplined Value Mid Cap C
Price$25.22
Change+$0.29 (+1.16%)
VolumeN/A
Net Assets21.11B
Transamerica Small/Mid Cap Value I
Price$26.90
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets637.61M
JVMCX vs TSVIX Comparison Chart
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JVMCX vs. TSVIX commentary
Apr 03, 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: 21.1B vs. TSVIX (638M). TSVIX pays higher dividends than JVMCX: TSVIX (1.04) 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 (-10.16) and TSVIX (-10.33) have marching annual gain over last year. JVMCX return over 5 years is better than : 79.77 vs. TSVIX (62.15).
| 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 | -1.462 | -2.364 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 638M | 3,307% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | -10.16 | -10.33 | 98% |
| Returns for 3 years | -4.83 | -13.16 | 37% |
| Returns for 5 years | 79.77 | 62.15 | 128% |
| Returns for 10 years | 21.87 | -1.04 | -2,095% |
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