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JVMTX vs TSVIX
JVMTX vs TSVIX Comparison
Open Charts JVMTX vs TSVIX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
Transamerica Small/Mid Cap Value I
Price$28.79
Change+$0.19 (+0.66%)
VolumeN/A
Net Assets653.07M
JVMTX vs TSVIX Comparison Chart in %
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JVMTX vs. TSVIX commentary
Jul 28, 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 JVMTX is a StrongBuy and TSVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. TSVIX (653M). TSVIX pays higher dividends than JVMTX: TSVIX (1.01) vs JVMTX (0.65). JVMTX was incepted earlier than TSVIX: JVMTX (12 years) vs TSVIX (16 years). JVMTX (1.11) is less costly to investors than TSVIX (0.89). JVMTX is a more actively managed with annual turnover of: 49.00 vs. TSVIX (46.00). JVMTX has a lower initial minimum investment than TSVIX: JVMTX (0) vs TSVIX (1000000). JVMTX annual gain was more profitable for investors over the last year : 1.07 vs. TSVIX (-4.92). JVMTX return over 5 years is better than : 57.29 vs. TSVIX (34.12).
| JVMTX | TSVIX | JVMTX / TSVIX | |
| Total Expense Ratio | 1.00 | 0.89 | 112% |
| Annual Report Gross Expense Ratio | 1.11 | 0.89 | 125% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 9.253 | 4.691 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 653M | 3,538% |
| Annual Yield % from dividends | 0.65 | 1.01 | 64% |
| Returns for 1 year | 1.07 | -4.92 | -22% |
| Returns for 3 years | 21.15 | -0.09 | -24,575% |
| Returns for 5 years | 57.29 | 34.12 | 168% |
| Returns for 10 years | 48.90 | 9.36 | 523% |
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