JVMAX
Price
$27.10
Change
-$0.86 (-3.08%)
Updated
Feb 3 closing price
Net Assets
24.73B
TSMVX
Price
$29.03
Change
-$0.31 (-1.06%)
Updated
Feb 3 closing price
Net Assets
649.2M
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JVMAX vs TSMVX

Header iconJVMAX vs TSMVX Comparison
Open Charts JVMAX vs TSMVXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
Transamerica Small/Mid Cap Value I2
Price$29.03
Change-$0.31 (-1.06%)
VolumeN/A
Net Assets649.2M
JVMAX vs TSMVX Comparison Chart in %
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JVMAX vs. TSMVX commentary
Feb 05, 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 Buy and TSMVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. TSMVX (649M). TSMVX pays higher dividends than JVMAX: TSMVX (1.27) vs JVMAX (0.52). 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 (49.00) and TSMVX (48.00) have comparable annual turnover. TSMVX has a lower initial minimum investment than JVMAX: TSMVX (0) vs JVMAX (1000). TSMVX annual gain was more profitable for investors over the last year : 5.28 vs. JVMAX (4.15). JVMAX return over 5 years is better than : 19.61 vs. TSMVX (2.98).
JVMAXTSMVXJVMAX / TSMVX
Total Expense Ratio1.100.80138%
Annual Report Gross Expense Ratio1.110.80139%
Fund Existence29 years20 years-
Gain YTD5.1615.56493%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B649M3,806%
Annual Yield % from dividends0.521.2741%
Returns for 1 year4.155.2879%
Returns for 3 years9.503.94241%
Returns for 5 years19.612.98659%
Returns for 10 years70.9243.84162%
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