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JVMSX vs TASMX
JVMSX vs TASMX Comparison
Open Charts JVMSX vs TASMX
JHancock Disciplined Value Mid Cap R2
Price$30.08
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets24.51B
Transamerica Small/Mid Cap Value R6
Price$30.37
Change+$0.32 (+1.06%)
VolumeN/A
Net Assets638.47M
JVMSX vs TASMX Comparison Chart in %
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JVMSX 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 JVMSX is a Buy and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. TASMX (638M). TASMX pays higher dividends than JVMSX: TASMX (1.03) vs JVMSX (0.40). JVMSX was incepted earlier than TASMX: JVMSX (14 years) vs TASMX (11 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 : -5.58 vs. TASMX (-7.53). JVMSX return over 5 years is better than : 30.08 vs. TASMX (12.96).
| 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 | 11 years | - |
| Gain YTD | 12.197 | 9.441 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 638M | 3,840% |
| Annual Yield % from dividends | 0.40 | 1.03 | 38% |
| Returns for 1 year | -5.58 | -7.53 | 74% |
| Returns for 3 years | 14.07 | 0.99 | 1,421% |
| Returns for 5 years | 30.08 | 12.96 | 232% |
| Returns for 10 years | 47.17 | 15.73 | 300% |
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