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JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
Transamerica Small/Mid Cap Value I2
Price$27.85
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets630.6M
JVMIX vs TSMVX Comparison Chart in %
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JVMIX vs. TSMVX commentary
Dec 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 JVMIX is a Hold and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. TSMVX (631M). TSMVX pays higher dividends than JVMIX: TSMVX (1.04) vs JVMIX (0.74). JVMIX was incepted earlier than TSMVX: JVMIX (29 years) vs TSMVX (20 years). JVMIX (0.86) is less costly to investors than TSMVX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). TSMVX has a lower initial minimum investment than JVMIX: TSMVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.38 vs. TSMVX (0.04). JVMIX return over 5 years is better than : 23.98 vs. TSMVX (4.17).
| JVMIX | TSMVX | JVMIX / TSMVX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 3.599 | 0.979 | 368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 631M | 3,788% |
| Annual Yield % from dividends | 0.74 | 1.04 | 71% |
| Returns for 1 year | 2.38 | 0.04 | 6,636% |
| Returns for 3 years | 16.35 | 6.90 | 237% |
| Returns for 5 years | 23.98 | 4.17 | 575% |
| Returns for 10 years | 50.19 | 18.62 | 270% |
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