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JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Small/Mid Cap Value I2
Price$28.59
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets651.43M
JVMIX vs TSMVX Comparison Chart in %
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JVMIX vs. TSMVX commentary
Jul 05, 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 Buy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. TSMVX (651M). TSMVX pays higher dividends than JVMIX: TSMVX (1.11) vs JVMIX (0.78). JVMIX was incepted earlier than TSMVX: JVMIX (28 years) vs TSMVX (20 years). JVMIX (0.88) 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 : 3.45 vs. TSMVX (-0.14). JVMIX return over 5 years is better than : 62.76 vs. TSMVX (37.25).
| JVMIX | TSMVX | JVMIX / TSMVX | |
| Total Expense Ratio | 0.87 | 0.80 | 109% |
| Annual Report Gross Expense Ratio | 0.88 | 0.80 | 110% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 8.423 | 3.662 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 651M | 3,472% |
| Annual Yield % from dividends | 0.78 | 1.11 | 70% |
| Returns for 1 year | 3.45 | -0.14 | -2,537% |
| Returns for 3 years | 23.84 | 2.19 | 1,088% |
| Returns for 5 years | 62.76 | 37.25 | 168% |
| Returns for 10 years | 48.34 | 6.44 | 750% |
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