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JVMAX vs TSMVX
JVMAX vs TSMVX Comparison
Open Charts JVMAX vs TSMVX
JHancock Disciplined Value Mid Cap A
Price$27.87
Change-$0.25 (-0.89%)
VolumeN/A
Net Assets23.97B
Transamerica Small/Mid Cap Value I2
Price$28.98
Change-$0.26 (-0.89%)
VolumeN/A
Net Assets651.9M
JVMAX vs TSMVX Comparison Chart in %
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JVMAX vs. TSMVX commentary
Aug 15, 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 JVMAX is a Buy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24B vs. TSMVX (652M). TSMVX pays higher dividends than JVMAX: TSMVX (1.10) vs JVMAX (0.57). JVMAX was incepted earlier than TSMVX: JVMAX (28 years) vs TSMVX (20 years). JVMAX (1.13) is less costly to investors than TSMVX (0.80). JVMAX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). TSMVX has a lower initial minimum investment than JVMAX: TSMVX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 2.92 vs. TSMVX (-1.57). JVMAX return over 5 years is better than : 49.38 vs. TSMVX (28.44).
| JVMAX | TSMVX | JVMAX / TSMVX | |
| Total Expense Ratio | 1.12 | 0.80 | 140% |
| Annual Report Gross Expense Ratio | 1.13 | 0.80 | 141% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 10.622 | 6.019 | 176% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 652M | 3,681% |
| Annual Yield % from dividends | 0.57 | 1.10 | 51% |
| Returns for 1 year | 2.92 | -1.57 | -186% |
| Returns for 3 years | 12.60 | -4.19 | -301% |
| Returns for 5 years | 49.38 | 28.44 | 174% |
| Returns for 10 years | 41.63 | 9.80 | 425% |
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