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JVMTX vs TSVIX
JVMTX vs TSVIX Comparison
Open Charts JVMTX vs TSVIX
JHancock Disciplined Value Mid Cap R4
Price$28.88
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
Transamerica Small/Mid Cap Value I
Price$28.05
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets629.42M
JVMTX vs TSVIX Comparison Chart in %
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JVMTX vs. TSVIX commentary
Aug 10, 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 JVMTX is a Buy and TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. TSVIX (629M). TSVIX pays higher dividends than JVMTX: TSVIX (1.01) vs JVMTX (0.64). JVMTX was incepted earlier than TSVIX: JVMTX (12 years) vs TSVIX (16 years). JVMTX (1.11) is less costly to investors than TSVIX (0.89). JVMTX is a more actively managed with annual turnover of: 49.00 vs. TSVIX (46.00). JVMTX has a lower initial minimum investment than TSVIX: JVMTX (0) vs TSVIX (1000000). JVMTX annual gain was more profitable for investors over the last year : 1.78 vs. TSVIX (-5.35). JVMTX return over 5 years is better than : 49.86 vs. TSVIX (24.88).
| JVMTX | TSVIX | JVMTX / TSVIX | |
| Total Expense Ratio | 1.00 | 0.89 | 112% |
| Annual Report Gross Expense Ratio | 1.11 | 0.89 | 125% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 7.321 | 2.000 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 629M | 3,688% |
| Annual Yield % from dividends | 0.64 | 1.01 | 63% |
| Returns for 1 year | 1.78 | -5.35 | -33% |
| Returns for 3 years | 15.36 | -4.60 | -334% |
| Returns for 5 years | 49.86 | 24.88 | 200% |
| Returns for 10 years | 43.12 | 6.16 | 700% |
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