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JVMCX vs TASMX
JVMCX vs TASMX Comparison
Open Charts JVMCX vs TASMX
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value R6
Price$29.85
Change+$0.24 (+0.81%)
VolumeN/A
Net Assets655.1M
JVMCX vs TASMX Comparison Chart in %
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JVMCX vs. TASMX commentary
Sep 08, 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 JVMCX is a Buy and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. TASMX (655M). TASMX pays higher dividends than JVMCX: TASMX (1.04) vs JVMCX (0.00). JVMCX was incepted earlier than TASMX: JVMCX (14 years) vs TASMX (10 years). JVMCX (1.86) is less costly to investors than TASMX (0.80). JVMCX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). TASMX has a lower initial minimum investment than JVMCX: TASMX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.22 vs. TASMX (-1.58). JVMCX return over 5 years is better than : 48.03 vs. TASMX (33.57).
| JVMCX | TASMX | JVMCX / TASMX | |
| Total Expense Ratio | 1.85 | 0.80 | 231% |
| Annual Report Gross Expense Ratio | 1.86 | 0.80 | 233% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 11.265 | 7.820 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 1.22 | -1.58 | -77% |
| Returns for 3 years | 21.25 | 5.78 | 367% |
| Returns for 5 years | 48.03 | 33.57 | 143% |
| Returns for 10 years | 45.05 | 19.77 | 228% |
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