JVMAX
Price
$27.84
Change
+$0.12 (+0.43%)
Updated
Oct 17 closing price
Net Assets
23.85B
TSVIX
Price
$29.00
Change
+$0.16 (+0.55%)
Updated
Oct 17 closing price
Net Assets
628.24M
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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$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
Transamerica Small/Mid Cap Value I
Price$29.00
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets628.24M
JVMAX vs TSVIX Comparison Chart in %
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JVMAX vs. TSVIX commentary
Oct 19, 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 JVMAX is a Hold and TSVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. TSVIX (628M). TSVIX pays higher dividends than JVMAX: TSVIX (0.96) vs JVMAX (0.55). JVMAX was incepted earlier than TSVIX: JVMAX (28 years) vs TSVIX (16 years). JVMAX (1.11) is less costly to investors than TSVIX (0.89). JVMAX is a more actively managed with annual turnover of: 49.00 vs. TSVIX (46.00). JVMAX has a lower initial minimum investment than TSVIX: JVMAX (1000) vs TSVIX (1000000). JVMAX annual gain was more profitable for investors over the last year : -5.69 vs. TSVIX (-8.02). JVMAX return over 5 years is better than : 44.35 vs. TSVIX (26.26).
JVMAXTSVIXJVMAX / TSVIX
Total Expense Ratio1.100.89124%
Annual Report Gross Expense Ratio1.110.89125%
Fund Existence28 years16 years-
Gain YTD9.5205.455175%
Front Load5%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B628M3,806%
Annual Yield % from dividends0.550.9657%
Returns for 1 year-5.69-8.0271%
Returns for 3 years23.486.35370%
Returns for 5 years44.3526.26169%
Returns for 10 years45.6212.74358%
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