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JVMAX vs TASMX
JVMAX vs TASMX Comparison
Open Charts JVMAX vs TASMX
JHancock Disciplined Value Mid Cap A
Price$26.24
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets21.45B
Transamerica Small/Mid Cap Value R6
Price$27.44
Change+$0.28 (+1.03%)
VolumeN/A
Net Assets623.92M
JVMAX vs TASMX Comparison Chart
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JVMAX vs. TASMX commentary
Jun 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 JVMAX is a Buy and TASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. TASMX (624M). TASMX pays higher dividends than JVMAX: TASMX (1.14) vs JVMAX (0.60). 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 (47.00) and TASMX (46.00) have comparable annual turnover. TASMX has a lower initial minimum investment than JVMAX: TASMX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -3.90 vs. TASMX (-7.00). JVMAX return over 5 years is better than : 36.66 vs. TASMX (18.47).
| 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 | 2.203 | -2.126 | -104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 624M | 3,446% |
| Annual Yield % from dividends | 0.60 | 1.14 | 52% |
| Returns for 1 year | -3.90 | -7.00 | 56% |
| Returns for 3 years | 3.02 | -12.33 | -24% |
| Returns for 5 years | 36.66 | 18.47 | 198% |
| Returns for 10 years | 32.40 | 0.60 | 5,364% |
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