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JVMRX vs TSVIX
JVMRX vs TSVIX Comparison
Open Charts JVMRX vs TSVIX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value I
Price$29.63
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets655.1M
JVMRX vs TSVIX Comparison Chart in %
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JVMRX vs. TSVIX commentary
Sep 09, 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 JVMRX is a Buy and TSVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. TSVIX (655M). TSVIX pays higher dividends than JVMRX: TSVIX (0.95) vs JVMRX (0.84). JVMRX was incepted earlier than TSVIX: JVMRX (14 years) vs TSVIX (16 years). TSVIX (0.89) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. TSVIX (46.00). JVMRX (1000000) and TSVIX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. TSVIX (-1.76). JVMRX return over 5 years is better than : 55.40 vs. TSVIX (32.84).
| JVMRX | TSVIX | JVMRX / TSVIX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 0.89 | 84% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 12.064 | 7.745 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.84 | 0.95 | 88% |
| Returns for 1 year | 3.02 | -1.76 | -171% |
| Returns for 3 years | 25.20 | 5.30 | 476% |
| Returns for 5 years | 55.40 | 32.84 | 169% |
| Returns for 10 years | 59.55 | 18.24 | 327% |
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