JVMIX
Price
$28.90
Change
-$0.80 (-2.69%)
Updated
Feb 3 closing price
Net Assets
24.66B
TSMVX
Price
$29.03
Change
-$0.31 (-1.06%)
Updated
Feb 3 closing price
Net Assets
649.2M
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JVMIX vs TSMVX

Header iconJVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Transamerica Small/Mid Cap Value I2
Price$29.03
Change-$0.31 (-1.06%)
VolumeN/A
Net Assets649.2M
JVMIX vs TSMVX Comparison Chart in %
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JVMIX 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 JVMIX is a Buy and TSMVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. TSMVX (649M). TSMVX pays higher dividends than JVMIX: TSMVX (1.27) vs JVMIX (0.72). 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 (49.00) and TSMVX (48.00) have comparable annual turnover. TSMVX has a lower initial minimum investment than JVMIX: TSMVX (0) vs JVMIX (250000). TSMVX annual gain was more profitable for investors over the last year : 5.28 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. TSMVX (2.98).
JVMIXTSMVXJVMIX / TSMVX
Total Expense Ratio0.850.80106%
Annual Report Gross Expense Ratio0.860.80108%
Fund Existence29 years20 years-
Gain YTD5.2065.56494%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.7B649M3,806%
Annual Yield % from dividends0.721.2757%
Returns for 1 year4.965.2894%
Returns for 3 years11.723.94297%
Returns for 5 years23.042.98774%
Returns for 10 years78.7943.84180%
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