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JVMTX vs TASMX
JVMTX vs TASMX Comparison
Open Charts JVMTX vs TASMX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Small/Mid Cap Value R6
Price$29.02
Change-$0.14 (-0.48%)
VolumeN/A
Net Assets642.15M
JVMTX vs TASMX Comparison Chart in %
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JVMTX vs. TASMX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. TASMX (642M). TASMX pays higher dividends than JVMTX: TASMX (1.10) vs JVMTX (0.64). JVMTX was incepted earlier than TASMX: JVMTX (12 years) vs TASMX (10 years). JVMTX (1.11) 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 : 0.62 vs. TASMX (-4.36). JVMTX return over 5 years is better than : 49.36 vs. TASMX (26.86).
| JVMTX | TASMX | JVMTX / TASMX | |
| Total Expense Ratio | 1.00 | 0.80 | 125% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.919 | 4.577 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 642M | 3,676% |
| Annual Yield % from dividends | 0.64 | 1.10 | 58% |
| Returns for 1 year | 0.62 | -4.36 | -14% |
| Returns for 3 years | 11.58 | -5.89 | -197% |
| Returns for 5 years | 49.36 | 26.86 | 184% |
| Returns for 10 years | 43.95 | 9.59 | 458% |
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