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JVMSX vs TSMVX
JVMSX vs TSMVX Comparison
Open Charts JVMSX vs TSMVX
JHancock Disciplined Value Mid Cap R2
Price$24.57
Change+$0.37 (+1.53%)
VolumeN/A
Net Assets19.24B
Transamerica Small/Mid Cap Value I2
Price$24.95
Change+$0.36 (+1.46%)
VolumeN/A
Net Assets578.33M
JVMSX vs TSMVX Comparison Chart
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JVMSX vs. TSMVX commentary
Apr 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 JVMSX is a Hold and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.2B vs. TSMVX (578M). TSMVX pays higher dividends than JVMSX: TSMVX (1.14) vs JVMSX (0.45). JVMSX was incepted earlier than TSMVX: JVMSX (13 years) vs TSMVX (19 years). JVMSX (1.26) is less costly to investors than TSMVX (0.80). JVMSX is a more actively managed with annual turnover of: 47.00 vs. TSMVX (32.00). JVMSX (0) and TSMVX (0) have matching initial minimum investment requirements. TSMVX (-15.45) and JVMSX (-15.45) have marching annual gain over last year. JVMSX return over 5 years is better than : 42.98 vs. TSMVX (28.49).
| JVMSX | TSMVX | JVMSX / TSMVX | |
| Total Expense Ratio | 1.25 | 0.80 | 156% |
| Annual Report Gross Expense Ratio | 1.26 | 0.80 | 158% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | -9.735 | -10.841 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 578M | 3,322% |
| Annual Yield % from dividends | 0.45 | 1.14 | 39% |
| Returns for 1 year | -15.45 | -15.45 | 100% |
| Returns for 3 years | -8.98 | -18.98 | 47% |
| Returns for 5 years | 42.98 | 28.49 | 151% |
| Returns for 10 years | 18.51 | -9.19 | -201% |
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