Ad is loading...
JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$24.66
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
Transamerica Small/Mid Cap Value I2
Price$24.96
Change-$0.20 (-0.79%)
VolumeN/A
Net Assets590.99M
JVMRX vs TSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. TSMVX commentary
Apr 17, 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 JVMRX is a StrongBuy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.7B vs. TSMVX (591M). TSMVX pays higher dividends than JVMRX: TSMVX (1.14) vs JVMRX (0.94). JVMRX was incepted earlier than TSMVX: JVMRX (14 years) vs TSMVX (19 years). TSMVX (0.80) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. TSMVX (32.00). TSMVX has a lower initial minimum investment than JVMRX: TSMVX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -10.38 vs. TSMVX (-11.17). JVMRX return over 5 years is better than : 50.77 vs. TSMVX (40.56).
| JVMRX | TSMVX | JVMRX / TSMVX | |
| Total Expense Ratio | 0.75 | 0.80 | 94% |
| Annual Report Gross Expense Ratio | 0.76 | 0.80 | 95% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -7.424 | -8.521 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 591M | 3,333% |
| Annual Yield % from dividends | 0.94 | 1.14 | 82% |
| Returns for 1 year | -10.38 | -11.17 | 93% |
| Returns for 3 years | -6.40 | -17.67 | 36% |
| Returns for 5 years | 50.77 | 40.56 | 125% |
| Returns for 10 years | 26.22 | -6.10 | -430% |
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 | |||