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JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Transamerica Small/Mid Cap Value I2
Price$28.55
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets612.01M
JVMIX vs TSMVX Comparison Chart in %
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JVMIX vs. TSMVX commentary
Nov 20, 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 JVMIX is a Hold and TSMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. TSMVX (612M). TSMVX pays higher dividends than JVMIX: TSMVX (1.07) vs JVMIX (0.75). JVMIX was incepted earlier than TSMVX: JVMIX (28 years) vs TSMVX (20 years). JVMIX (0.86) is less costly to investors than TSMVX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). TSMVX has a lower initial minimum investment than JVMIX: TSMVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -6.42 vs. TSMVX (-9.21). JVMIX return over 5 years is better than : 32.85 vs. TSMVX (13.30).
| JVMIX | TSMVX | JVMIX / TSMVX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 7.829 | 3.916 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 612M | 3,840% |
| Annual Yield % from dividends | 0.75 | 1.07 | 71% |
| Returns for 1 year | -6.42 | -9.21 | 70% |
| Returns for 3 years | 12.74 | -1.18 | -1,077% |
| Returns for 5 years | 32.85 | 13.30 | 247% |
| Returns for 10 years | 45.13 | 9.75 | 463% |
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