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JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Transamerica Small/Mid Cap Value I2
Price$29.55
Change+$0.31 (+1.06%)
VolumeN/A
Net Assets645.35M
JVMIX vs TSMVX Comparison Chart in %
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JVMIX vs. TSMVX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. TSMVX (645M). TSMVX pays higher dividends than JVMIX: TSMVX (1.05) vs JVMIX (0.74). JVMIX was incepted earlier than TSMVX: JVMIX (28 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 : -0.89 vs. TSMVX (-4.10). JVMIX return over 5 years is better than : 61.98 vs. TSMVX (39.39).
| JVMIX | TSMVX | JVMIX / TSMVX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 11.725 | 7.143 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 645M | 3,752% |
| Annual Yield % from dividends | 0.74 | 1.05 | 71% |
| Returns for 1 year | -0.89 | -4.10 | 22% |
| Returns for 3 years | 34.98 | 14.33 | 244% |
| Returns for 5 years | 61.98 | 39.39 | 157% |
| Returns for 10 years | 65.12 | 25.51 | 255% |
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