JVMTX
Price
$28.85
Change
-$0.78 (-2.63%)
Updated
Feb 3 closing price
Net Assets
24.66B
TSVIX
Price
$28.94
Change
-$0.29 (-0.99%)
Updated
Feb 3 closing price
Net Assets
649.2M
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JVMTX vs TSVIX

Header iconJVMTX vs TSVIX Comparison
Open Charts JVMTX vs TSVIXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Transamerica Small/Mid Cap Value I
Price$28.94
Change-$0.29 (-0.99%)
VolumeN/A
Net Assets649.2M
JVMTX vs TSVIX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and TSVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. TSVIX (649M). TSVIX pays higher dividends than JVMTX: TSVIX (1.18) vs JVMTX (0.60). JVMTX was incepted earlier than TSVIX: JVMTX (13 years) vs TSVIX (16 years). JVMTX (1.10) is less costly to investors than TSVIX (0.89). JVMTX (49.00) and TSVIX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than TSVIX: JVMTX (0) vs TSVIX (1000000). TSVIX annual gain was more profitable for investors over the last year : 5.19 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. TSVIX (2.50).
JVMTXTSVIXJVMTX / TSVIX
Total Expense Ratio0.990.89111%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence13 years16 years-
Gain YTD5.1775.58293%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B649M3,806%
Annual Yield % from dividends0.601.1850%
Returns for 1 year4.795.1992%
Returns for 3 years11.223.57314%
Returns for 5 years22.282.50890%
Returns for 10 years76.8042.70180%
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