Interact to see
Advertisement
Advertisement
JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
Transamerica Small/Mid Cap Value I2
Price$26.68
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets638.5M
JVMIX vs TSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX 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 JVMIX is a Buy and TSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.3B vs. TSMVX (639M). TSMVX pays higher dividends than JVMIX: TSMVX (1.18) vs JVMIX (0.85). JVMIX was incepted earlier than TSMVX: JVMIX (28 years) vs TSMVX (20 years). JVMIX (0.88) is less costly to investors than TSMVX (0.80). JVMIX (47.00) and TSMVX (46.00) have comparable annual turnover. TSMVX has a lower initial minimum investment than JVMIX: TSMVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -4.22 vs. TSMVX (-8.00). JVMIX return over 5 years is better than : 62.06 vs. TSMVX (39.00).
| JVMIX | TSMVX | JVMIX / TSMVX | |
| Total Expense Ratio | 0.87 | 0.80 | 109% |
| Annual Report Gross Expense Ratio | 0.88 | 0.80 | 110% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 3.488 | -0.508 | -687% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 639M | 3,333% |
| Annual Yield % from dividends | 0.85 | 1.18 | 72% |
| Returns for 1 year | -4.22 | -8.00 | 53% |
| Returns for 3 years | 13.03 | -5.13 | -254% |
| Returns for 5 years | 62.06 | 39.00 | 159% |
| Returns for 10 years | 36.87 | 0.87 | 4,231% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement