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JVMTX vs TSVIX
JVMTX vs TSVIX Comparison
Open Charts JVMTX vs TSVIX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Small/Mid Cap Value I
Price$28.50
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets651.43M
JVMTX vs TSVIX Comparison Chart in %
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JVMTX vs. TSVIX commentary
Jul 07, 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: 22.6B vs. TSVIX (651M). 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 (47.00) and TSVIX (46.00) have comparable annual turnover. 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 : 3.31 vs. TSVIX (-0.24). JVMTX return over 5 years is better than : 61.96 vs. TSVIX (36.68).
| 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 | 8.361 | 3.636 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 651M | 3,472% |
| Annual Yield % from dividends | 0.65 | 1.01 | 64% |
| Returns for 1 year | 3.31 | -0.24 | -1,394% |
| Returns for 3 years | 23.47 | 1.88 | 1,245% |
| Returns for 5 years | 61.96 | 36.68 | 169% |
| Returns for 10 years | 46.97 | 5.75 | 817% |
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