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JVMIX vs TSVIX
JVMIX vs TSVIX Comparison
Open Charts JVMIX vs TSVIX
JHancock Disciplined Value Mid Cap I
Price$30.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Transamerica Small/Mid Cap Value I
Price$31.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMIX vs TSVIX Comparison Chart
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JVMIX vs. TSVIX commentary
Sep 20, 2024
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 TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. TSVIX (710M). TSVIX pays higher dividends than JVMIX: TSVIX (1.01) vs JVMIX (0.84). JVMIX was incepted earlier than TSVIX: JVMIX (27 years) vs TSVIX (15 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. TSVIX (32.00). JVMIX has a lower initial minimum investment than TSVIX: JVMIX (250000) vs TSVIX (1000000). JVMIX annual gain was more profitable for investors over the last year : 16.37 vs. TSVIX (12.05). JVMIX return over 5 years is better than : 43.06 vs. TSVIX (20.93).
| JVMIX | TSVIX | JVMIX / TSVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 10.157 | 9.229 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 710M | 3,254% |
| Annual Yield % from dividends | 0.84 | 1.01 | 84% |
| Returns for 1 year | 16.37 | 12.05 | 136% |
| Returns for 3 years | 10.72 | -4.38 | -245% |
| Returns for 5 years | 43.06 | 20.93 | 206% |
| Returns for 10 years | 60.49 | 7.83 | 773% |