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JVMAX vs TSMVX
JVMAX vs TSMVX Comparison
Open Charts JVMAX vs TSMVX
JHancock Disciplined Value Mid Cap A
Price$27.72
Change-$0.29 (-1.04%)
VolumeN/A
Net Assets23.97B
Transamerica Small/Mid Cap Value I2
Price$28.94
Change-$0.40 (-1.36%)
VolumeN/A
Net Assets633.64M
JVMAX vs TSMVX Comparison Chart in %
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JVMAX vs. TSMVX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24B vs. TSMVX (634M). TSMVX pays higher dividends than JVMAX: TSMVX (1.05) vs JVMAX (0.55). JVMAX was incepted earlier than TSMVX: JVMAX (28 years) vs TSMVX (20 years). JVMAX (1.11) 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 : -5.02 vs. TSMVX (-6.96). JVMAX return over 5 years is better than : 45.23 vs. TSMVX (27.84).
| JVMAX | TSMVX | JVMAX / TSMVX | |
| Total Expense Ratio | 1.10 | 0.80 | 138% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 10.189 | 6.381 | 160% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 634M | 3,785% |
| Annual Yield % from dividends | 0.55 | 1.05 | 52% |
| Returns for 1 year | -5.02 | -6.96 | 72% |
| Returns for 3 years | 26.00 | 8.82 | 295% |
| Returns for 5 years | 45.23 | 27.84 | 162% |
| Returns for 10 years | 46.58 | 15.00 | 310% |
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