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JVMSX vs TASMX
JVMSX vs TASMX Comparison
Open Charts JVMSX vs TASMX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Transamerica Small/Mid Cap Value R6
Price$28.04
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets630.6M
JVMSX vs TASMX Comparison Chart in %
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JVMSX vs. TASMX commentary
Dec 28, 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 Hold and TASMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. TASMX (631M). 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 : 2.29 vs. TASMX (0.11). JVMSX return over 5 years is better than : 22.25 vs. TASMX (4.37).
| 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 | 3.506 | 1.045 | 336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 631M | 3,788% |
| Annual Yield % from dividends | 0.40 | 1.03 | 38% |
| Returns for 1 year | 2.29 | 0.11 | 2,134% |
| Returns for 3 years | 15.22 | 7.05 | 216% |
| Returns for 5 years | 22.25 | 4.37 | 509% |
| Returns for 10 years | 46.26 | 19.03 | 243% |
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