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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$27.95
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.66B
Transamerica Small/Mid Cap Value I2
Price$27.53
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets636.2M
JVMRX vs TSMVX Comparison Chart
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JVMRX vs. TSMVX commentary
Jun 13, 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: 21.7B vs. TSMVX (636M). TSMVX pays higher dividends than JVMRX: TSMVX (1.14) vs JVMRX (0.91). 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 (47.00) and TSMVX (46.00) have comparable annual turnover. 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 : -2.33 vs. TSMVX (-4.69). JVMRX return over 5 years is better than : 53.93 vs. TSMVX (31.82).
| 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 | 3.378 | -0.073 | -4,658% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 636M | 3,412% |
| Annual Yield % from dividends | 0.91 | 1.14 | 79% |
| Returns for 1 year | -2.33 | -4.69 | 50% |
| Returns for 3 years | 17.74 | -1.25 | -1,420% |
| Returns for 5 years | 53.93 | 31.82 | 170% |
| Returns for 10 years | 39.47 | 1.24 | 3,180% |
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