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JVMTX vs TSMVX
JVMTX vs TSMVX Comparison
Open Charts JVMTX vs TSMVX
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Transamerica Small/Mid Cap Value I2
Price$27.85
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets630.6M
JVMTX vs TSMVX Comparison Chart in %
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JVMTX vs. TSMVX commentary
Dec 28, 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 Hold and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. TSMVX (631M). TSMVX pays higher dividends than JVMTX: TSMVX (1.04) vs JVMTX (0.61). JVMTX was incepted earlier than TSMVX: JVMTX (12 years) vs TSMVX (20 years). JVMTX (1.10) 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 : 2.35 vs. TSMVX (0.04). JVMTX return over 5 years is better than : 23.38 vs. TSMVX (4.17).
| JVMTX | TSMVX | JVMTX / TSMVX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.10 | 0.80 | 138% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 3.567 | 0.979 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 631M | 3,788% |
| Annual Yield % from dividends | 0.61 | 1.04 | 59% |
| Returns for 1 year | 2.35 | 0.04 | 6,543% |
| Returns for 3 years | 15.93 | 6.90 | 231% |
| Returns for 5 years | 23.38 | 4.17 | 561% |
| Returns for 10 years | 48.70 | 18.62 | 262% |
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