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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value I2
Price$29.74
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets655.1M
JVMRX vs TSMVX Comparison Chart in %
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JVMRX vs. TSMVX commentary
Sep 08, 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 Buy and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. TSMVX (655M). 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 : 3.02 vs. TSMVX (-1.62). JVMRX return over 5 years is better than : 55.40 vs. TSMVX (33.37).
| 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 | 12.064 | 7.832 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.84 | 1.05 | 80% |
| Returns for 1 year | 3.02 | -1.62 | -186% |
| Returns for 3 years | 25.20 | 5.67 | 444% |
| Returns for 5 years | 55.40 | 33.37 | 166% |
| Returns for 10 years | 59.55 | 19.02 | 313% |
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