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JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$27.87
Change-$0.19 (-0.68%)
VolumeN/A
Net Assets21.88B
Transamerica Small/Mid Cap Value I
Price$27.36
Change-$0.23 (-0.83%)
VolumeN/A
Net Assets633.61M
JVMSX vs TSVIX Comparison Chart in %
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JVMSX vs. TSVIX commentary
Jun 26, 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: 21.9B vs. TSVIX (634M). TSVIX pays higher dividends than JVMSX: TSVIX (1.04) vs JVMSX (0.43). 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 : -0.72 vs. TSVIX (-3.62). JVMSX return over 5 years is better than : 60.71 vs. TSVIX (37.26).
| 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 | 4.662 | 0.327 | 1,425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 634M | 3,454% |
| Annual Yield % from dividends | 0.43 | 1.04 | 41% |
| Returns for 1 year | -0.72 | -3.62 | 20% |
| Returns for 3 years | 17.28 | -1.75 | -989% |
| Returns for 5 years | 60.71 | 37.26 | 163% |
| Returns for 10 years | 37.22 | 0.33 | 11,122% |
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