Interact to see
Advertisement
Advertisement
JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Transamerica Small/Mid Cap Value R6
Price$30.37
Change+$0.32 (+1.06%)
VolumeN/A
Net Assets638.47M
JVMIX vs TASMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TASMX commentary
Dec 05, 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 Buy and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. TASMX (638M). TASMX pays higher dividends than JVMIX: TASMX (1.03) vs JVMIX (0.74). JVMIX was incepted earlier than TASMX: JVMIX (29 years) vs TASMX (11 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 : -5.17 vs. TASMX (-7.53). JVMIX return over 5 years is better than : 31.86 vs. TASMX (12.96).
| JVMIX | TASMX | JVMIX / TASMX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 12.579 | 9.441 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 638M | 3,840% |
| Annual Yield % from dividends | 0.74 | 1.03 | 71% |
| Returns for 1 year | -5.17 | -7.53 | 69% |
| Returns for 3 years | 15.03 | 0.99 | 1,519% |
| Returns for 5 years | 31.86 | 12.96 | 246% |
| Returns for 10 years | 50.94 | 15.73 | 324% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers