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JVMTX vs TASMX
JVMTX vs TASMX Comparison
Open Charts JVMTX vs TASMX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Small/Mid Cap Value R6
Price$28.77
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets651.43M
JVMTX vs TASMX Comparison Chart in %
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JVMTX vs. TASMX commentary
Jul 07, 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 StrongBuy and TASMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. TASMX (651M). TASMX pays higher dividends than JVMTX: TASMX (1.10) vs JVMTX (0.65). 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 (47.00) and TASMX (46.00) have comparable annual turnover. JVMTX (0) and TASMX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. TASMX (-0.07). JVMTX return over 5 years is better than : 61.96 vs. TASMX (37.46).
| 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 | 8.361 | 3.676 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 651M | 3,472% |
| Annual Yield % from dividends | 0.65 | 1.10 | 59% |
| Returns for 1 year | 3.31 | -0.07 | -5,000% |
| Returns for 3 years | 23.47 | 2.36 | 997% |
| Returns for 5 years | 61.96 | 37.46 | 165% |
| Returns for 10 years | 46.97 | 7.14 | 658% |
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