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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
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
JVMRX vs TSMVX Comparison Chart in %
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JVMRX 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 JVMRX is a StrongBuy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. TSMVX (653M). TSMVX pays higher dividends than JVMRX: TSMVX (1.11) vs JVMRX (0.88). JVMRX was incepted earlier than TSMVX: JVMRX (14 years) vs TSMVX (20 years). TSMVX (0.80) is less costly to investors than JVMRX (0.76). 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 : 1.28 vs. TSMVX (-4.81). JVMRX return over 5 years is better than : 58.56 vs. TSMVX (34.67).
| JVMRX | TSMVX | JVMRX / TSMVX | |
| Total Expense Ratio | 0.75 | 0.80 | 94% |
| Annual Report Gross Expense Ratio | 0.76 | 0.80 | 95% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 9.354 | 4.750 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 653M | 3,538% |
| Annual Yield % from dividends | 0.88 | 1.11 | 79% |
| Returns for 1 year | 1.28 | -4.81 | -27% |
| Returns for 3 years | 21.72 | 0.25 | 8,634% |
| Returns for 5 years | 58.56 | 34.67 | 169% |
| Returns for 10 years | 51.14 | 10.11 | 506% |
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