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JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$30.72
Change-$0.36 (-1.16%)
VolumeN/A
CapitalizationN/A
Transamerica Small/Mid Cap Value I
Price$31.66
Change-$0.37 (-1.16%)
VolumeN/A
CapitalizationN/A
JVMSX vs TSVIX Comparison Chart
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JVMSX vs. TSVIX commentary
Dec 18, 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 JVMSX is a Hold and TSVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. TSVIX (712M). TSVIX pays higher dividends than JVMSX: TSVIX (1.01) vs JVMSX (0.52). JVMSX was incepted earlier than TSVIX: JVMSX (13 years) vs TSVIX (15 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. TSVIX (32.00). JVMSX has a lower initial minimum investment than TSVIX: JVMSX (0) vs TSVIX (1000000). JVMSX annual gain was more profitable for investors over the last year : 10.70 vs. TSVIX (9.51). JVMSX return over 5 years is better than : 40.17 vs. TSVIX (19.98).
| JVMSX | TSVIX | JVMSX / TSVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 12.734 | 11.518 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 712M | 3,329% |
| Annual Yield % from dividends | 0.52 | 1.01 | 52% |
| Returns for 1 year | 10.70 | 9.51 | 113% |
| Returns for 3 years | 16.81 | -5.28 | -318% |
| Returns for 5 years | 40.17 | 19.98 | 201% |
| Returns for 10 years | 56.91 | 9.24 | 616% |
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