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JVMAX vs TSMVX
JVMAX vs TSMVX Comparison
Open Charts JVMAX vs TSMVX
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
Transamerica Small/Mid Cap Value I2
Price$24.95
Change+$0.36 (+1.46%)
VolumeN/A
Net Assets578.33M
JVMAX vs TSMVX Comparison Chart
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JVMAX vs. TSMVX commentary
Apr 12, 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 Hold and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. TSMVX (578M). TSMVX pays higher dividends than JVMAX: TSMVX (1.14) vs JVMAX (0.61). JVMAX was incepted earlier than TSMVX: JVMAX (28 years) vs TSMVX (19 years). JVMAX (1.13) is less costly to investors than TSMVX (0.80). JVMAX is a more actively managed with annual turnover of: 47.00 vs. TSMVX (32.00). TSMVX has a lower initial minimum investment than JVMAX: TSMVX (0) vs JVMAX (1000). TSMVX (-15.45) and JVMAX (-15.78) have marching annual gain over last year. JVMAX return over 5 years is better than : 41.84 vs. TSMVX (28.49).
| 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 | 19 years | - |
| Gain YTD | -9.677 | -10.841 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 578M | 3,322% |
| Annual Yield % from dividends | 0.61 | 1.14 | 54% |
| Returns for 1 year | -15.78 | -15.45 | 102% |
| Returns for 3 years | -9.52 | -18.98 | 50% |
| Returns for 5 years | 41.84 | 28.49 | 147% |
| Returns for 10 years | 16.95 | -9.19 | -184% |
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