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JVMSX vs TASMX
JVMSX vs TASMX Comparison
Open Charts JVMSX vs TASMX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value R6
Price$29.85
Change+$0.24 (+0.81%)
VolumeN/A
Net Assets655.1M
JVMSX vs TASMX Comparison Chart in %
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JVMSX 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 JVMSX is a Buy and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. TASMX (655M). TASMX pays higher dividends than JVMSX: TASMX (1.04) vs JVMSX (0.40). JVMSX was incepted earlier than TASMX: JVMSX (14 years) vs TASMX (10 years). JVMSX (1.25) is less costly to investors than TASMX (0.80). JVMSX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). JVMSX (0) and TASMX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.46 vs. TASMX (-1.58). JVMSX return over 5 years is better than : 52.77 vs. TASMX (33.57).
| JVMSX | TASMX | JVMSX / TASMX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 11.712 | 7.820 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 655M | 3,710% |
| Annual Yield % from dividends | 0.40 | 1.04 | 39% |
| Returns for 1 year | 2.46 | -1.58 | -156% |
| Returns for 3 years | 23.90 | 5.78 | 413% |
| Returns for 5 years | 52.77 | 33.57 | 157% |
| Returns for 10 years | 54.59 | 19.77 | 276% |
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