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JVMTX vs TSMVX
JVMTX vs TSMVX Comparison
Open Charts JVMTX vs TSMVX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value I2
Price$29.74
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets655.1M
JVMTX vs TSMVX Comparison Chart in %
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JVMTX vs. TSMVX commentary
Sep 08, 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: 24.3B vs. TSMVX (655M). TSMVX pays higher dividends than JVMTX: TSMVX (1.05) vs JVMTX (0.62). 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 : 2.74 vs. TSMVX (-1.62). JVMTX return over 5 years is better than : 54.13 vs. TSMVX (33.37).
| 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 | 7.832 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.62 | 1.05 | 59% |
| Returns for 1 year | 2.74 | -1.62 | -168% |
| Returns for 3 years | 24.58 | 5.67 | 433% |
| Returns for 5 years | 54.13 | 33.37 | 162% |
| Returns for 10 years | 57.10 | 19.02 | 300% |
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