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JVMRX vs TSVIX
JVMRX vs TSVIX Comparison
Open Charts JVMRX vs TSVIX
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Transamerica Small/Mid Cap Value I
Price$26.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets619.45M
JVMRX vs TSVIX Comparison Chart
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JVMRX vs. TSVIX commentary
May 12, 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 Buy and TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. TSVIX (619M). TSVIX pays higher dividends than JVMRX: TSVIX (1.07) vs JVMRX (0.96). JVMRX was incepted earlier than TSVIX: JVMRX (14 years) vs TSVIX (15 years). TSVIX (0.89) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. TSVIX (32.00). JVMRX (1000000) and TSVIX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -7.52 vs. TSVIX (-10.69). JVMRX return over 5 years is better than : 55.51 vs. TSVIX (34.25).
| JVMRX | TSVIX | JVMRX / TSVIX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -0.965 | -3.782 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 619M | 3,376% |
| Annual Yield % from dividends | 0.96 | 1.07 | 90% |
| Returns for 1 year | -7.52 | -10.69 | 70% |
| Returns for 3 years | 7.37 | -7.95 | -93% |
| Returns for 5 years | 55.51 | 34.25 | 162% |
| Returns for 10 years | 34.25 | -1.51 | -2,275% |
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