Interact to see
Advertisement
Advertisement
JVMTX vs TSMVX
JVMTX vs TSMVX Comparison
Open Charts JVMTX vs TSMVX
JHancock Disciplined Value Mid Cap R4
Price$29.53
Change-$0.27 (-0.91%)
VolumeN/A
Net Assets23.97B
Transamerica Small/Mid Cap Value I2
Price$28.98
Change-$0.26 (-0.89%)
VolumeN/A
Net Assets651.9M
JVMTX vs TSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. TSMVX commentary
Aug 15, 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 JVMTX is a Buy and TSMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24B vs. TSMVX (652M). TSMVX pays higher dividends than JVMTX: TSMVX (1.10) vs JVMTX (0.64). JVMTX was incepted earlier than TSMVX: JVMTX (12 years) vs TSMVX (20 years). JVMTX (1.11) is less costly to investors than TSMVX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 vs. TSMVX (46.00). JVMTX (0) and TSMVX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.65 vs. TSMVX (-1.57). JVMTX return over 5 years is better than : 51.85 vs. TSMVX (28.44).
| JVMTX | TSMVX | JVMTX / TSMVX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 10.739 | 6.019 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 652M | 3,681% |
| Annual Yield % from dividends | 0.64 | 1.10 | 58% |
| Returns for 1 year | 3.65 | -1.57 | -232% |
| Returns for 3 years | 14.01 | -4.19 | -334% |
| Returns for 5 years | 51.85 | 28.44 | 182% |
| Returns for 10 years | 46.01 | 9.80 | 469% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement