JVMAX
Price
$27.10
Change
-$0.86 (-3.08%)
Updated
Feb 3 closing price
Net Assets
24.73B
TSVIX
Price
$28.94
Change
-$0.29 (-0.99%)
Updated
Feb 3 closing price
Net Assets
649.2M
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JVMAX vs TSVIX

Header iconJVMAX vs TSVIX Comparison
Open Charts JVMAX vs TSVIXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
Transamerica Small/Mid Cap Value I
Price$28.94
Change-$0.29 (-0.99%)
VolumeN/A
Net Assets649.2M
JVMAX vs TSVIX Comparison Chart in %
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JVMAX vs. TSVIX commentary
Feb 04, 2026

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 JVMAX is a Buy and TSVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. TSVIX (649M). TSVIX pays higher dividends than JVMAX: TSVIX (1.18) vs JVMAX (0.52). JVMAX was incepted earlier than TSVIX: JVMAX (29 years) vs TSVIX (16 years). JVMAX (1.11) is less costly to investors than TSVIX (0.89). JVMAX (49.00) and TSVIX (48.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than TSVIX: JVMAX (1000) vs TSVIX (1000000). TSVIX annual gain was more profitable for investors over the last year : 5.19 vs. JVMAX (4.15). JVMAX return over 5 years is better than : 19.61 vs. TSVIX (2.50).
JVMAXTSVIXJVMAX / TSVIX
Total Expense Ratio1.100.89124%
Annual Report Gross Expense Ratio1.110.89125%
Fund Existence29 years16 years-
Gain YTD5.1615.58292%
Front Load5%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B649M3,806%
Annual Yield % from dividends0.521.1845%
Returns for 1 year4.155.1980%
Returns for 3 years9.503.57266%
Returns for 5 years19.612.50783%
Returns for 10 years70.9242.70166%
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