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JVMSX vs TSMVX
JVMSX vs TSMVX Comparison
Open Charts JVMSX vs TSMVX
JHancock Disciplined Value Mid Cap R2
Price$27.35
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Transamerica Small/Mid Cap Value I2
Price$27.69
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets661.63M
JVMSX vs TSMVX Comparison Chart
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JVMSX vs. TSMVX commentary
Feb 23, 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 StrongBuy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. TSMVX (662M). TSMVX pays higher dividends than JVMSX: TSMVX (1.10) vs JVMSX (0.52). JVMSX was incepted earlier than TSMVX: JVMSX (13 years) vs TSMVX (19 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. TSMVX (32.00). JVMSX (0) and TSMVX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -2.24 vs. TSMVX (-3.18). JVMSX return over 5 years is better than : 23.61 vs. TSMVX (5.92).
| JVMSX | TSMVX | JVMSX / TSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 2.014 | 0.399 | 505% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 662M | 3,399% |
| Annual Yield % from dividends | 0.52 | 1.10 | 48% |
| Returns for 1 year | -2.24 | -3.18 | 70% |
| Returns for 3 years | 2.90 | -7.52 | -39% |
| Returns for 5 years | 23.61 | 5.92 | 399% |
| Returns for 10 years | 33.94 | 3.83 | 886% |
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