Ad is loading...
JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$24.94
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets19.74B
Transamerica Small/Mid Cap Value I2
Price$25.16
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets592.85M
JVMIX vs TSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TSMVX commentary
Apr 16, 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 StrongBuy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.7B vs. TSMVX (593M). TSMVX pays higher dividends than JVMIX: TSMVX (1.14) vs JVMIX (0.83). JVMIX was incepted earlier than TSMVX: JVMIX (28 years) vs TSMVX (19 years). JVMIX (0.88) is less costly to investors than TSMVX (0.80). JVMIX is a more actively managed with annual turnover of: 47.00 vs. TSMVX (32.00). TSMVX has a lower initial minimum investment than JVMIX: TSMVX (0) vs JVMIX (250000). JVMIX (-10.67) and TSMVX (-11.17) have marching annual gain over last year. JVMIX return over 5 years is better than : 57.56 vs. TSMVX (40.56).
| 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 | 19 years | - |
| Gain YTD | -7.161 | -8.521 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 593M | 3,322% |
| Annual Yield % from dividends | 0.83 | 1.14 | 73% |
| Returns for 1 year | -10.67 | -11.17 | 96% |
| Returns for 3 years | -6.29 | -17.67 | 36% |
| Returns for 5 years | 57.56 | 40.56 | 142% |
| Returns for 10 years | 25.85 | -6.10 | -424% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIDVX | 14.21 | 0.03 | +0.21% |
| BlackRock GA Disciplined Vol Eq Instl | |||
| JRANX | 75.36 | 0.01 | +0.01% |
| Janus Henderson Research N | |||
| MYISX | 18.44 | N/A | N/A |
| Victory Integrity Small/Mid-Cap Value Y | |||
| ATGDX | 12.19 | N/A | N/A |
| American Century International Gr R6 | |||
| IMACX | 9.09 | N/A | N/A |
| Macquarie Multi-Asset Income C | |||