Interact to see
Advertisement
Advertisement
JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Transamerica Small/Mid Cap Value R6
Price$29.28
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets624.99M
JVMIX vs TASMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TASMX commentary
Oct 19, 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 JVMIX is a Hold and TASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. TASMX (625M). TASMX pays higher dividends than JVMIX: TASMX (1.04) vs JVMIX (0.74). JVMIX was incepted earlier than TASMX: JVMIX (28 years) vs TASMX (10 years). JVMIX (0.86) is less costly to investors than TASMX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). TASMX has a lower initial minimum investment than JVMIX: TASMX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -4.87 vs. TASMX (-7.85). JVMIX return over 5 years is better than : 47.49 vs. TASMX (26.97).
| JVMIX | TASMX | JVMIX / TASMX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 9.759 | 5.514 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 625M | 3,792% |
| Annual Yield % from dividends | 0.74 | 1.04 | 71% |
| Returns for 1 year | -4.87 | -7.85 | 62% |
| Returns for 3 years | 25.37 | 6.73 | 377% |
| Returns for 5 years | 47.49 | 26.97 | 176% |
| Returns for 10 years | 51.49 | 14.19 | 363% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RDVY | 66.11 | 0.36 | +0.55% |
| First Trust Rising Dividend Achiev ETF | |||
| DUSL | 71.44 | 0.16 | +0.22% |
| Direxion Dly Industrials Bull 3X ShsETF | |||
| IOCT | 34.28 | N/A | N/A |
| Innovator Intl Dev Pwr Bffr ETF™ - Oct | |||
| DGCB | 55.94 | -0.08 | -0.13% |
| Dimensional Global Credit ETF | |||
| PCHI | 25.22 | -0.10 | -0.40% |
| Polen High Income ETF | |||