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JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$27.82
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.02B
Transamerica Small/Mid Cap Value I
Price$28.17
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets688.67M
JVMSX vs TSVIX Comparison Chart
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JVMSX vs. TSVIX commentary
Jan 18, 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 Hold and TSVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23B vs. TSVIX (689M). TSVIX pays higher dividends than JVMSX: TSVIX (1.01) vs JVMSX (0.52). JVMSX was incepted earlier than TSVIX: JVMSX (13 years) vs TSVIX (15 years). JVMSX is a more actively managed with annual turnover of: 41.00 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 : 5.25 vs. TSVIX (2.40). JVMSX return over 5 years is better than : 24.73 vs. TSVIX (6.14).
| JVMSX | TSVIX | JVMSX / TSVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 3.767 | 2.436 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 689M | 3,338% |
| Annual Yield % from dividends | 0.52 | 1.01 | 52% |
| Returns for 1 year | 5.25 | 2.40 | 218% |
| Returns for 3 years | 0.55 | -9.41 | -6% |
| Returns for 5 years | 24.73 | 6.14 | 403% |
| Returns for 10 years | 44.47 | 11.22 | 396% |
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