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JVMSX vs TSVIX
JVMSX vs TSVIX Comparison
Open Charts JVMSX vs TSVIX
JHancock Disciplined Value Mid Cap R2
Price$30.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Transamerica Small/Mid Cap Value I
Price$31.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMSX vs TSVIX Comparison Chart
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JVMSX vs. TSVIX commentary
Sep 20, 2024
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: 23.1B vs. TSVIX (710M). 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 : 15.87 vs. TSVIX (12.05). JVMSX return over 5 years is better than : 41.20 vs. TSVIX (20.93).
| 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 | 9.835 | 9.229 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 710M | 3,254% |
| Annual Yield % from dividends | 0.52 | 1.01 | 52% |
| Returns for 1 year | 15.87 | 12.05 | 132% |
| Returns for 3 years | 9.84 | -4.38 | -225% |
| Returns for 5 years | 41.20 | 20.93 | 197% |
| Returns for 10 years | 56.40 | 7.83 | 720% |