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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Transamerica Small/Mid Cap Value R6
Price$29.07
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets653.07M
JVMIX vs TASMX Comparison Chart in %
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JVMIX vs. TASMX commentary
Jul 28, 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 StrongBuy and TASMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. TASMX (653M). TASMX pays higher dividends than JVMIX: TASMX (1.10) vs JVMIX (0.78). JVMIX was incepted earlier than TASMX: JVMIX (28 years) vs TASMX (10 years). JVMIX (0.88) 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 : 1.20 vs. TASMX (-4.75). JVMIX return over 5 years is better than : 58.07 vs. TASMX (34.88).
| JVMIX | TASMX | JVMIX / TASMX | |
| Total Expense Ratio | 0.87 | 0.80 | 109% |
| Annual Report Gross Expense Ratio | 0.88 | 0.80 | 110% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 9.314 | 4.757 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 653M | 3,538% |
| Annual Yield % from dividends | 0.78 | 1.10 | 70% |
| Returns for 1 year | 1.20 | -4.75 | -25% |
| Returns for 3 years | 21.47 | 0.39 | 5,564% |
| Returns for 5 years | 58.07 | 34.88 | 166% |
| Returns for 10 years | 50.28 | 10.78 | 467% |
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