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JVMAX vs TASMX
JVMAX vs TASMX Comparison
Open Charts JVMAX vs TASMX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Transamerica Small/Mid Cap Value R6
Price$25.99
Change-$1.47 (-5.35%)
VolumeN/A
Net Assets645.8M
JVMAX vs TASMX Comparison Chart
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JVMAX vs. TASMX commentary
Apr 04, 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 JVMAX is a Buy and TASMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. TASMX (646M). TASMX pays higher dividends than JVMAX: TASMX (1.14) vs JVMAX (0.61). JVMAX was incepted earlier than TASMX: JVMAX (28 years) vs TASMX (10 years). JVMAX (1.13) is less costly to investors than TASMX (0.80). JVMAX is a more actively managed with annual turnover of: 47.00 vs. TASMX (32.00). TASMX has a lower initial minimum investment than JVMAX: TASMX (0) vs JVMAX (1000). TASMX (-8.33) and JVMAX (-8.70) have marching annual gain over last year. JVMAX return over 5 years is better than : 86.30 vs. TASMX (70.31).
| JVMAX | TASMX | JVMAX / TASMX | |
| Total Expense Ratio | 1.12 | 0.80 | 140% |
| Annual Report Gross Expense Ratio | 1.13 | 0.80 | 141% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | -0.118 | -1.045 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 646M | 3,313% |
| Annual Yield % from dividends | 0.61 | 1.14 | 54% |
| Returns for 1 year | -8.70 | -8.33 | 104% |
| Returns for 3 years | -2.01 | -11.42 | 18% |
| Returns for 5 years | 86.30 | 70.31 | 123% |
| Returns for 10 years | 28.82 | N/A | - |
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