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JVMIX vs TSMVX
JVMIX vs TSMVX Comparison
Open Charts JVMIX vs TSMVX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Transamerica Small/Mid Cap Value I2
Price$29.10
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets624.99M
JVMIX vs TSMVX Comparison Chart in %
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JVMIX 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 JVMIX is a Hold and TSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. TSMVX (625M). TSMVX pays higher dividends than JVMIX: TSMVX (1.05) vs JVMIX (0.74). 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 : -5.28 vs. TSMVX (-8.43). JVMIX return over 5 years is better than : 46.84 vs. TSMVX (26.09).
| 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 | 9.276 | 4.931 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 625M | 3,792% |
| Annual Yield % from dividends | 0.74 | 1.05 | 70% |
| Returns for 1 year | -5.28 | -8.43 | 63% |
| Returns for 3 years | 24.82 | 6.00 | 414% |
| Returns for 5 years | 46.84 | 26.09 | 180% |
| Returns for 10 years | 50.82 | 12.89 | 394% |
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