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JVMSX vs TSMVX
JVMSX vs TSMVX Comparison
Open Charts JVMSX vs TSMVX
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
Transamerica Small/Mid Cap Value I2
Price$28.88
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets647.15M
JVMSX vs TSMVX Comparison Chart in %
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JVMSX vs. TSMVX commentary
Jan 15, 2026
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 Hold and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. TSMVX (647M). TSMVX pays higher dividends than JVMSX: TSMVX (1.33) vs JVMSX (0.38). 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 (5.70) and TSMVX (5.57) have marching annual gain over last year. JVMSX return over 5 years is better than : 19.98 vs. TSMVX (3.47).
| 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 | 4.797 | 5.018 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 647M | 3,818% |
| Annual Yield % from dividends | 0.38 | 1.33 | 29% |
| Returns for 1 year | 5.70 | 5.57 | 102% |
| Returns for 3 years | 13.28 | 6.34 | 209% |
| Returns for 5 years | 19.98 | 3.47 | 576% |
| Returns for 10 years | 69.79 | 41.77 | 167% |
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