JVMIX
Price
$29.59
Change
-$0.39 (-1.30%)
Updated
Nov 13 closing price
Net Assets
24.25B
TASMX
Price
$29.29
Change
-$0.26 (-0.88%)
Updated
Nov 13 closing price
Net Assets
629.66M
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JVMIX vs TASMX

Header iconJVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
Transamerica Small/Mid Cap Value R6
Price$29.29
Change-$0.26 (-0.88%)
VolumeN/A
Net Assets629.66M
JVMIX vs TASMX Comparison Chart in %
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JVMIX vs. TASMX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. TASMX (630M). TASMX pays higher dividends than JVMIX: TASMX (1.06) vs JVMIX (0.75). 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 : -6.53 vs. TASMX (-8.82). JVMIX return over 5 years is better than : 36.37 vs. TASMX (18.03).
JVMIXTASMXJVMIX / TASMX
Total Expense Ratio0.850.80106%
Annual Report Gross Expense Ratio0.860.80108%
Fund Existence28 years10 years-
Gain YTD9.7966.486151%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.2B630M3,841%
Annual Yield % from dividends0.751.0671%
Returns for 1 year-6.53-8.8274%
Returns for 3 years15.240.0818,070%
Returns for 5 years36.3718.03202%
Returns for 10 years50.5116.55305%
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