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JVMTX vs TSMVX
JVMTX vs TSMVX Comparison
Open Charts JVMTX vs TSMVX
JHancock Disciplined Value Mid Cap R4
Price$29.31
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
JVMTX vs TSMVX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. TSMVX (642M). TSMVX pays higher dividends than JVMTX: TSMVX (1.10) vs JVMTX (0.64). JVMTX was incepted earlier than TSMVX: JVMTX (12 years) vs TSMVX (20 years). JVMTX (1.11) is less costly to investors than TSMVX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). JVMTX (0) and TSMVX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 0.62 vs. TSMVX (-4.41). JVMTX return over 5 years is better than : 49.36 vs. TSMVX (26.68).
| JVMTX | TSMVX | JVMTX / TSMVX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 8.919 | 4.569 | 195% |
| 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 | 0.64 | 1.10 | 58% |
| Returns for 1 year | 0.62 | -4.41 | -14% |
| Returns for 3 years | 11.58 | -6.01 | -193% |
| Returns for 5 years | 49.36 | 26.68 | 185% |
| Returns for 10 years | 43.95 | 8.89 | 495% |
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