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JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
Transamerica Small/Mid Cap Value I
Price$26.47
Change+$0.31 (+1.19%)
VolumeN/A
Net Assets614.15M
JVMSX vs TSVIX Comparison Chart
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JVMSX vs. TSVIX commentary
May 09, 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: 20.6B vs. TSVIX (614M). TSVIX pays higher dividends than JVMSX: TSVIX (1.07) vs JVMSX (0.46). 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 annual gain was more profitable for investors over the last year : -8.45 vs. TSVIX (-10.93). JVMSX return over 5 years is better than : 50.94 vs. TSVIX (32.72).
| 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 | -2.424 | -4.873 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 614M | 3,355% |
| Annual Yield % from dividends | 0.46 | 1.07 | 43% |
| Returns for 1 year | -8.45 | -10.93 | 77% |
| Returns for 3 years | 4.66 | -9.18 | -51% |
| Returns for 5 years | 50.94 | 32.72 | 156% |
| Returns for 10 years | 27.80 | -2.93 | -947% |
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