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JVMTX vs TASMX
JVMTX vs TASMX Comparison
Open Charts JVMTX vs TASMX
JHancock Disciplined Value Mid Cap R4
Price$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Transamerica Small/Mid Cap Value R6
Price$29.28
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets624.99M
JVMTX vs TASMX Comparison Chart in %
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JVMTX vs. TASMX commentary
Oct 19, 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 Hold and TASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. TASMX (625M). TASMX pays higher dividends than JVMTX: TASMX (1.04) vs JVMTX (0.62). JVMTX was incepted earlier than TASMX: JVMTX (12 years) vs TASMX (10 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 : -5.01 vs. TASMX (-7.85). JVMTX return over 5 years is better than : 46.78 vs. TASMX (26.97).
| 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 | 10 years | - |
| Gain YTD | 9.662 | 5.514 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 625M | 3,792% |
| Annual Yield % from dividends | 0.62 | 1.04 | 59% |
| Returns for 1 year | -5.01 | -7.85 | 64% |
| Returns for 3 years | 25.01 | 6.73 | 372% |
| Returns for 5 years | 46.78 | 26.97 | 173% |
| Returns for 10 years | 50.12 | 14.19 | 353% |
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