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JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$28.57
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
Transamerica Small/Mid Cap Value I
Price$28.03
Change+$0.17 (+0.61%)
VolumeN/A
Net Assets635.21M
JVMSX vs TSVIX Comparison Chart in %
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JVMSX vs. TSVIX commentary
Jul 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 JVMSX is a Buy and TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.2B vs. TSVIX (635M). TSVIX pays higher dividends than JVMSX: TSVIX (1.01) vs JVMSX (0.42). JVMSX was incepted earlier than TSVIX: JVMSX (13 years) vs TSVIX (16 years). JVMSX (1.26) is less costly to investors than TSVIX (0.89). JVMSX is a more actively managed with annual turnover of: 49.00 vs. TSVIX (46.00). 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 : -4.00 vs. TSVIX (-8.56). JVMSX return over 5 years is better than : 52.71 vs. TSVIX (29.49).
| JVMSX | TSVIX | JVMSX / TSVIX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.89 | 142% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 6.266 | 1.309 | 479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 635M | 3,496% |
| Annual Yield % from dividends | 0.42 | 1.01 | 41% |
| Returns for 1 year | -4.00 | -8.56 | 47% |
| Returns for 3 years | 21.23 | 0.09 | 24,330% |
| Returns for 5 years | 52.71 | 29.49 | 179% |
| Returns for 10 years | 40.33 | 2.86 | 1,410% |
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