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JVMTX vs TASMX
JVMTX vs TASMX Comparison
Open Charts JVMTX vs TASMX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Transamerica Small/Mid Cap Value R6
Price$30.37
Change+$0.32 (+1.06%)
VolumeN/A
Net Assets638.47M
JVMTX vs TASMX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. TASMX (638M). TASMX pays higher dividends than JVMTX: TASMX (1.03) vs JVMTX (0.61). JVMTX was incepted earlier than TASMX: JVMTX (12 years) vs TASMX (11 years). JVMTX (1.10) is less costly to investors than TASMX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). JVMTX (0) and TASMX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -5.32 vs. TASMX (-7.53). JVMTX return over 5 years is better than : 31.22 vs. TASMX (12.96).
| JVMTX | TASMX | JVMTX / TASMX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.10 | 0.80 | 138% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 12.449 | 9.441 | 132% |
| 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 | 0.61 | 1.03 | 60% |
| Returns for 1 year | -5.32 | -7.53 | 71% |
| Returns for 3 years | 14.68 | 0.99 | 1,484% |
| Returns for 5 years | 31.22 | 12.96 | 241% |
| Returns for 10 years | 49.60 | 15.73 | 315% |
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