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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$30.12
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
JVMRX vs TSMVX Comparison Chart in %
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JVMRX 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 JVMRX is a Hold and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. TSMVX (645M). TSMVX pays higher dividends than JVMRX: TSMVX (1.05) vs JVMRX (0.84). JVMRX was incepted earlier than TSMVX: JVMRX (14 years) vs TSMVX (20 years). TSMVX (0.80) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). TSMVX has a lower initial minimum investment than JVMRX: TSMVX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.78 vs. TSMVX (-4.10). JVMRX return over 5 years is better than : 62.54 vs. TSMVX (39.39).
| JVMRX | TSMVX | JVMRX / TSMVX | |
| Total Expense Ratio | 0.74 | 0.80 | 92% |
| Annual Report Gross Expense Ratio | 0.75 | 0.80 | 94% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 11.804 | 7.143 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 645M | 3,752% |
| Annual Yield % from dividends | 0.84 | 1.05 | 80% |
| Returns for 1 year | -0.78 | -4.10 | 19% |
| Returns for 3 years | 35.31 | 14.33 | 246% |
| Returns for 5 years | 62.54 | 39.39 | 159% |
| Returns for 10 years | 66.11 | 25.51 | 259% |
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