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JVMRX vs TSVIX
JVMRX vs TSVIX Comparison
Open Charts JVMRX vs TSVIX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Transamerica Small/Mid Cap Value I
Price$28.74
Change-$0.14 (-0.48%)
VolumeN/A
Net Assets642.15M
JVMRX vs TSVIX Comparison Chart in %
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JVMRX vs. TSVIX commentary
Aug 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 JVMRX is a Buy and TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. TSVIX (642M). TSVIX pays higher dividends than JVMRX: TSVIX (1.01) vs JVMRX (0.86). JVMRX was incepted earlier than TSVIX: JVMRX (14 years) vs TSVIX (16 years). TSVIX (0.89) is less costly to investors than JVMRX (0.76). 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 : 0.87 vs. TSVIX (-4.56). JVMRX return over 5 years is better than : 50.62 vs. TSVIX (26.14).
| JVMRX | TSVIX | JVMRX / TSVIX | |
| Total Expense Ratio | 0.75 | 0.89 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 9.057 | 4.509 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 642M | 3,676% |
| Annual Yield % from dividends | 0.86 | 1.01 | 86% |
| Returns for 1 year | 0.87 | -4.56 | -19% |
| Returns for 3 years | 12.17 | -6.31 | -193% |
| Returns for 5 years | 50.62 | 26.14 | 194% |
| Returns for 10 years | 46.16 | 8.18 | 564% |
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