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JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.02B
Transamerica Small/Mid Cap Value I2
Price$28.25
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets688.67M
JVMIX vs TSMVX Comparison Chart
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JVMIX vs. TSMVX commentary
Jan 19, 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 Hold and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23B vs. TSMVX (689M). TSMVX pays higher dividends than JVMIX: TSMVX (1.10) vs JVMIX (0.84). JVMIX was incepted earlier than TSMVX: JVMIX (28 years) vs TSMVX (19 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. TSMVX (32.00). 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 : 5.70 vs. TSMVX (2.54). JVMIX return over 5 years is better than : 26.40 vs. TSMVX (6.56).
| JVMIX | TSMVX | JVMIX / TSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 3.785 | 2.429 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 689M | 3,338% |
| Annual Yield % from dividends | 0.84 | 1.10 | 77% |
| Returns for 1 year | 5.70 | 2.54 | 225% |
| Returns for 3 years | 1.40 | -9.18 | -15% |
| Returns for 5 years | 26.40 | 6.56 | 403% |
| Returns for 10 years | 48.25 | 11.95 | 404% |
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