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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Transamerica Small/Mid Cap Value R6
Price$29.23
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets649.2M
JVMIX vs TASMX Comparison Chart in %
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JVMIX vs. TASMX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. TASMX (649M). TASMX pays higher dividends than JVMIX: TASMX (1.26) vs JVMIX (0.72). 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 (49.00) and TASMX (48.00) have comparable annual turnover. TASMX has a lower initial minimum investment than JVMIX: TASMX (0) vs JVMIX (250000). TASMX annual gain was more profitable for investors over the last year : 5.35 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. TASMX (3.24).
| 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 | 5.206 | 5.562 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 649M | 3,806% |
| Annual Yield % from dividends | 0.72 | 1.26 | 57% |
| Returns for 1 year | 4.96 | 5.35 | 93% |
| Returns for 3 years | 11.72 | 4.06 | 289% |
| Returns for 5 years | 23.04 | 3.24 | 711% |
| Returns for 10 years | 78.79 | 44.25 | 178% |
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