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JVMRX vs TSMVX
JVMRX vs TSMVX Comparison
Open Charts JVMRX vs TSMVX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
Transamerica Small/Mid Cap Value I2
Price$26.68
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets638.5M
JVMRX vs TSMVX Comparison Chart
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JVMRX vs. TSMVX commentary
May 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 Buy and TSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. TSMVX (639M). TSMVX pays higher dividends than JVMRX: TSMVX (1.18) vs JVMRX (0.96). 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 : -5.76 vs. TSMVX (-8.00). JVMRX return over 5 years is better than : 59.16 vs. TSMVX (39.00).
| 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 | 1.299 | -0.508 | -256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 639M | 3,333% |
| Annual Yield % from dividends | 0.96 | 1.18 | 82% |
| Returns for 1 year | -5.76 | -8.00 | 72% |
| Returns for 3 years | 9.17 | -5.13 | -179% |
| Returns for 5 years | 59.16 | 39.00 | 152% |
| Returns for 10 years | 34.68 | 0.87 | 3,981% |
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