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JVMTX vs TSMVX
JVMTX vs TSMVX Comparison
Open Charts JVMTX vs TSMVX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Transamerica Small/Mid Cap Value I2
Price$30.19
Change+$0.32 (+1.07%)
VolumeN/A
Net Assets638.47M
JVMTX vs TSMVX Comparison Chart in %
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JVMTX vs. TSMVX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. TSMVX (638M). 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 : -6.05 vs. TSMVX (-8.63). JVMTX return over 5 years is better than : 32.95 vs. TSMVX (14.43).
| 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 | 11.891 | 8.666 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 638M | 3,840% |
| Annual Yield % from dividends | 0.61 | 1.04 | 59% |
| Returns for 1 year | -6.05 | -8.63 | 70% |
| Returns for 3 years | 14.12 | 0.16 | 8,749% |
| Returns for 5 years | 32.95 | 14.43 | 228% |
| Returns for 10 years | 48.86 | 14.18 | 345% |
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