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JVMAX vs TSMVX
JVMAX vs TSMVX Comparison
Open Charts JVMAX vs TSMVX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value I2
Price$29.74
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets655.1M
JVMAX vs TSMVX Comparison Chart in %
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JVMAX vs. TSMVX commentary
Sep 08, 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 JVMAX is a Buy and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. TSMVX (655M). TSMVX pays higher dividends than JVMAX: TSMVX (1.05) vs JVMAX (0.55). JVMAX was incepted earlier than TSMVX: JVMAX (28 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). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. TSMVX (-1.62). JVMAX return over 5 years is better than : 51.61 vs. TSMVX (33.37).
| JVMAX | TSMVX | JVMAX / TSMVX | |
| Total Expense Ratio | 1.10 | 0.80 | 138% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 11.802 | 7.832 | 151% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.55 | 1.05 | 53% |
| Returns for 1 year | 2.01 | -1.62 | -124% |
| Returns for 3 years | 23.09 | 5.67 | 407% |
| Returns for 5 years | 51.61 | 33.37 | 155% |
| Returns for 10 years | 52.52 | 19.02 | 276% |
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