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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Transamerica Small/Mid Cap Value I2
Price$28.59
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets651.43M
JVMRX vs TSMVX Comparison Chart in %
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JVMRX 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 JVMRX is a Buy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. TSMVX (651M). TSMVX pays higher dividends than JVMRX: TSMVX (1.11) vs JVMRX (0.88). JVMRX was incepted earlier than TSMVX: JVMRX (14 years) vs TSMVX (20 years). TSMVX (0.80) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). TSMVX has a lower initial minimum investment than JVMRX: TSMVX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. TSMVX (-0.14). JVMRX return over 5 years is better than : 63.32 vs. TSMVX (37.25).
| JVMRX | TSMVX | JVMRX / TSMVX | |
| Total Expense Ratio | 0.75 | 0.80 | 94% |
| Annual Report Gross Expense Ratio | 0.76 | 0.80 | 95% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 8.500 | 3.662 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 651M | 3,472% |
| Annual Yield % from dividends | 0.88 | 1.11 | 79% |
| Returns for 1 year | 3.59 | -0.14 | -2,645% |
| Returns for 3 years | 24.14 | 2.19 | 1,102% |
| Returns for 5 years | 63.32 | 37.25 | 170% |
| Returns for 10 years | 49.30 | 6.44 | 765% |
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