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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Transamerica Small/Mid Cap Value I2
Price$27.85
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets630.6M
JVMRX vs TSMVX Comparison Chart in %
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JVMRX vs. TSMVX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. TSMVX (631M). TSMVX pays higher dividends than JVMRX: TSMVX (1.04) vs JVMRX (0.83). 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 : 2.35 vs. TSMVX (0.04). JVMRX return over 5 years is better than : 24.33 vs. TSMVX (4.17).
| 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 | 3.563 | 0.979 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 631M | 3,788% |
| Annual Yield % from dividends | 0.83 | 1.04 | 80% |
| Returns for 1 year | 2.35 | 0.04 | 6,536% |
| Returns for 3 years | 16.55 | 6.90 | 240% |
| Returns for 5 years | 24.33 | 4.17 | 584% |
| Returns for 10 years | 51.02 | 18.62 | 274% |
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