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JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$27.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.46B
Transamerica Small/Mid Cap Value I
Price$26.90
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets624.22M
JVMSX vs TSVIX Comparison Chart
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JVMSX vs. TSVIX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. TSVIX (624M). 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 (47.00) and TSVIX (46.00) have comparable annual turnover. 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 : -3.94 vs. TSVIX (-7.41). JVMSX return over 5 years is better than : 37.71 vs. TSVIX (17.81).
| 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 | 2.126 | -2.145 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 624M | 3,446% |
| Annual Yield % from dividends | 0.43 | 1.04 | 41% |
| Returns for 1 year | -3.94 | -7.41 | 53% |
| Returns for 3 years | 4.81 | -11.94 | -40% |
| Returns for 5 years | 37.71 | 17.81 | 212% |
| Returns for 10 years | 34.28 | -0.72 | -4,777% |
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