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JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Transamerica Small/Mid Cap Value I2
Price$27.15
Change-$0.38 (-1.38%)
VolumeN/A
Net Assets626.67M
JVMIX vs TSMVX Comparison Chart
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JVMIX vs. TSMVX commentary
Jun 16, 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 StrongBuy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. TSMVX (627M). TSMVX pays higher dividends than JVMIX: TSMVX (1.14) vs JVMIX (0.80). JVMIX was incepted earlier than TSMVX: JVMIX (28 years) vs TSMVX (20 years). JVMIX (0.88) is less costly to investors than TSMVX (0.80). JVMIX (47.00) and TSMVX (46.00) have comparable annual turnover. 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 : -2.87 vs. TSMVX (-5.39). JVMIX return over 5 years is better than : 52.19 vs. TSMVX (29.86).
| JVMIX | TSMVX | JVMIX / TSMVX | |
| Total Expense Ratio | 0.87 | 0.80 | 109% |
| Annual Report Gross Expense Ratio | 0.88 | 0.80 | 110% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 2.486 | -1.559 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 627M | 3,429% |
| Annual Yield % from dividends | 0.80 | 1.14 | 70% |
| Returns for 1 year | -2.87 | -5.39 | 53% |
| Returns for 3 years | 16.82 | -2.27 | -740% |
| Returns for 5 years | 52.19 | 29.86 | 175% |
| Returns for 10 years | 36.89 | -0.82 | -4,490% |
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