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JVMAX vs TSMVX
JVMAX vs TSMVX Comparison
Open Charts JVMAX vs TSMVX
JHancock Disciplined Value Mid Cap A
Price$27.01
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets24.6B
Transamerica Small/Mid Cap Value I2
Price$28.88
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets647.15M
JVMAX vs TSMVX Comparison Chart in %
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JVMAX vs. TSMVX commentary
Jan 15, 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 JVMAX is a Hold and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.6B vs. TSMVX (647M). TSMVX pays higher dividends than JVMAX: TSMVX (1.33) vs JVMAX (0.55). JVMAX was incepted earlier than TSMVX: JVMAX (29 years) vs TSMVX (20 years). JVMAX (1.11) is less costly to investors than TSMVX (0.80). JVMAX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). TSMVX has a lower initial minimum investment than JVMAX: TSMVX (0) vs JVMAX (1000). TSMVX (5.57) and JVMAX (5.38) have marching annual gain over last year. JVMAX return over 5 years is better than : 18.65 vs. TSMVX (3.47).
| JVMAX | TSMVX | JVMAX / TSMVX | |
| Total Expense Ratio | 1.10 | 0.80 | 138% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 4.812 | 5.018 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 647M | 3,802% |
| Annual Yield % from dividends | 0.55 | 1.33 | 41% |
| Returns for 1 year | 5.38 | 5.57 | 97% |
| Returns for 3 years | 12.48 | 6.34 | 197% |
| Returns for 5 years | 18.65 | 3.47 | 538% |
| Returns for 10 years | 67.30 | 41.77 | 161% |
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