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JVMSX vs TSMVX
JVMSX vs TSMVX Comparison
Open Charts JVMSX vs TSMVX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value I2
Price$29.74
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets655.1M
JVMSX vs TSMVX Comparison Chart in %
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JVMSX 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 JVMSX is a Buy and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. TSMVX (655M). TSMVX pays higher dividends than JVMSX: TSMVX (1.05) vs JVMSX (0.40). JVMSX was incepted earlier than TSMVX: JVMSX (14 years) vs TSMVX (20 years). JVMSX (1.25) is less costly to investors than TSMVX (0.80). JVMSX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). JVMSX (0) and TSMVX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.46 vs. TSMVX (-1.62). JVMSX return over 5 years is better than : 52.77 vs. TSMVX (33.37).
| JVMSX | TSMVX | JVMSX / TSMVX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 11.712 | 7.832 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.40 | 1.05 | 38% |
| Returns for 1 year | 2.46 | -1.62 | -152% |
| Returns for 3 years | 23.90 | 5.67 | 421% |
| Returns for 5 years | 52.77 | 33.37 | 158% |
| Returns for 10 years | 54.59 | 19.02 | 287% |
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