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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
Transamerica Small/Mid Cap Value I2
Price$27.69
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets661.63M
JVMRX vs TSMVX Comparison Chart
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JVMRX vs. TSMVX commentary
Feb 23, 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 StrongBuy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. TSMVX (662M). TSMVX pays higher dividends than JVMRX: TSMVX (1.10) vs JVMRX (0.93). JVMRX was incepted earlier than TSMVX: JVMRX (13 years) vs TSMVX (19 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. TSMVX (32.00). 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 : -1.71 vs. TSMVX (-3.18). JVMRX return over 5 years is better than : 25.72 vs. TSMVX (5.92).
| JVMRX | TSMVX | JVMRX / TSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 2.079 | 0.399 | 521% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 662M | 3,399% |
| Annual Yield % from dividends | 0.93 | 1.10 | 85% |
| Returns for 1 year | -1.71 | -3.18 | 54% |
| Returns for 3 years | 4.02 | -7.52 | -53% |
| Returns for 5 years | 25.72 | 5.92 | 434% |
| Returns for 10 years | 38.31 | 3.83 | 1,000% |
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