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JVMRX vs TASMX
JVMRX vs TASMX Comparison
Open Charts JVMRX vs TASMX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value R6
Price$29.85
Change+$0.24 (+0.81%)
VolumeN/A
Net Assets655.1M
JVMRX vs TASMX Comparison Chart in %
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JVMRX vs. TASMX commentary
Sep 08, 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 JVMRX is a Buy and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. TASMX (655M). TASMX pays higher dividends than JVMRX: TASMX (1.04) vs JVMRX (0.84). JVMRX was incepted earlier than TASMX: JVMRX (14 years) vs TASMX (10 years). TASMX (0.80) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). TASMX has a lower initial minimum investment than JVMRX: TASMX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. TASMX (-1.58). JVMRX return over 5 years is better than : 55.40 vs. TASMX (33.57).
| JVMRX | TASMX | JVMRX / TASMX | |
| Total Expense Ratio | 0.74 | 0.80 | 92% |
| Annual Report Gross Expense Ratio | 0.75 | 0.80 | 94% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 12.064 | 7.820 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.84 | 1.04 | 81% |
| Returns for 1 year | 3.02 | -1.58 | -191% |
| Returns for 3 years | 25.20 | 5.78 | 436% |
| Returns for 5 years | 55.40 | 33.57 | 165% |
| Returns for 10 years | 59.55 | 19.77 | 301% |
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