Interact to see
Advertisement
Advertisement
JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Transamerica Small/Mid Cap Value I2
Price$28.89
Change+$0.19 (+0.66%)
VolumeN/A
Net Assets653.07M
JVMIX vs TSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TSMVX commentary
Jul 27, 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: 23.1B vs. TSMVX (653M). TSMVX pays higher dividends than JVMIX: TSMVX (1.11) vs JVMIX (0.78). 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 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 : 1.20 vs. TSMVX (-4.81). JVMIX return over 5 years is better than : 58.07 vs. TSMVX (34.67).
| 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 | 9.314 | 4.750 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 653M | 3,538% |
| Annual Yield % from dividends | 0.78 | 1.11 | 70% |
| Returns for 1 year | 1.20 | -4.81 | -25% |
| Returns for 3 years | 21.47 | 0.25 | 8,534% |
| Returns for 5 years | 58.07 | 34.67 | 167% |
| Returns for 10 years | 50.28 | 10.11 | 498% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers