Ad is loading...
JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$26.76
Change+$0.31 (+1.17%)
VolumeN/A
Net Assets21.11B
Transamerica Small/Mid Cap Value I
Price$27.20
Change+$0.30 (+1.12%)
VolumeN/A
Net Assets637.61M
JVMSX vs TSVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. TSVIX commentary
Apr 03, 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: 21.1B vs. TSVIX (638M). TSVIX pays higher dividends than JVMSX: TSVIX (1.04) vs JVMSX (0.45). JVMSX was incepted earlier than TSVIX: JVMSX (13 years) vs TSVIX (15 years). JVMSX (1.26) is less costly to investors than TSVIX (0.89). JVMSX is a more actively managed with annual turnover of: 47.00 vs. TSVIX (32.00). JVMSX has a lower initial minimum investment than TSVIX: JVMSX (0) vs TSVIX (1000000). JVMSX (-9.08) and TSVIX (-9.33) have marching annual gain over last year. JVMSX return over 5 years is better than : 85.53 vs. TSVIX (67.49).
| 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 | 15 years | - |
| Gain YTD | -1.343 | -2.182 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 638M | 3,307% |
| Annual Yield % from dividends | 0.45 | 1.04 | 43% |
| Returns for 1 year | -9.08 | -9.33 | 97% |
| Returns for 3 years | -2.77 | -13.00 | 21% |
| Returns for 5 years | 85.53 | 67.49 | 127% |
| Returns for 10 years | 29.84 | -0.86 | -3,471% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRSDX | 13.44 | 0.19 | +1.43% |
| MFS Blended Research Small Cap Eq A | |||
| BIRIX | 20.39 | 0.16 | +0.79% |
| BlackRock Sustainable Adg Lg Cp Cr Instl | |||
| PBAIX | 14.93 | 0.02 | +0.13% |
| BlackRock Tactical Opportunities Instl | |||
| VEUSX | 87.93 | N/A | N/A |
| Vanguard European Stock Admiral | |||
| EGWCX | 9.36 | N/A | N/A |
| Allspring Discovery Small Cap Gr C | |||