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JVMSX vs TSMVX
JVMSX vs TSMVX Comparison
Open Charts JVMSX vs TSMVX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Small/Mid Cap Value I2
Price$28.84
Change-$0.14 (-0.48%)
VolumeN/A
Net Assets642.15M
JVMSX vs TSMVX Comparison Chart in %
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JVMSX vs. TSMVX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. TSMVX (642M). TSMVX pays higher dividends than JVMSX: TSMVX (1.10) vs JVMSX (0.41). JVMSX was incepted earlier than TSMVX: JVMSX (13 years) vs TSMVX (20 years). JVMSX (1.26) 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 : 0.34 vs. TSMVX (-4.41). JVMSX return over 5 years is better than : 48.09 vs. TSMVX (26.68).
| JVMSX | TSMVX | JVMSX / TSMVX | |
| Total Expense Ratio | 1.25 | 0.80 | 156% |
| Annual Report Gross Expense Ratio | 1.26 | 0.80 | 158% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 8.728 | 4.569 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 642M | 3,676% |
| Annual Yield % from dividends | 0.41 | 1.10 | 37% |
| Returns for 1 year | 0.34 | -4.41 | -8% |
| Returns for 3 years | 10.96 | -6.01 | -182% |
| Returns for 5 years | 48.09 | 26.68 | 180% |
| Returns for 10 years | 41.60 | 8.89 | 468% |
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