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JVMTX vs TASMX
JVMTX vs TASMX Comparison
Open Charts JVMTX vs TASMX
JHancock Disciplined Value Mid Cap R4
Price$30.77
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.55B
Transamerica Small/Mid Cap Value R6
Price$31.06
Change+$0.31 (+1.01%)
VolumeN/A
Net Assets644.78M
JVMTX vs TASMX Comparison Chart in %
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JVMTX vs. TASMX commentary
Dec 13, 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 (645M). 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 : -1.92 vs. TASMX (-3.90). JVMTX return over 5 years is better than : 35.45 vs. TASMX (16.37).
| 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 | 14.344 | 11.928 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 645M | 3,798% |
| Annual Yield % from dividends | 0.61 | 1.03 | 60% |
| Returns for 1 year | -1.92 | -3.90 | 49% |
| Returns for 3 years | 19.34 | 6.36 | 304% |
| Returns for 5 years | 35.45 | 16.37 | 217% |
| Returns for 10 years | 59.34 | 25.34 | 234% |
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