Interact to see
Advertisement
Advertisement
JVMAX vs TASMX
JVMAX vs TASMX Comparison
Open Charts JVMAX vs TASMX
JHancock Disciplined Value Mid Cap A
Price$27.03
Change-$0.45 (-1.64%)
VolumeN/A
Net Assets22.6B
Transamerica Small/Mid Cap Value R6
Price$28.13
Change-$0.52 (-1.82%)
VolumeN/A
Net Assets647.43M
JVMAX vs TASMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. TASMX commentary
Jul 16, 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: 22.6B vs. TASMX (647M). TASMX pays higher dividends than JVMAX: TASMX (1.10) vs JVMAX (0.58). 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: 49.00 vs. TASMX (46.00). 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 : -0.73 vs. TASMX (-4.30). JVMAX return over 5 years is better than : 54.37 vs. TASMX (32.51).
| 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 | 8.104 | 3.243 | 250% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 647M | 3,493% |
| Annual Yield % from dividends | 0.58 | 1.10 | 52% |
| Returns for 1 year | -0.73 | -4.30 | 17% |
| Returns for 3 years | 22.42 | 2.43 | 924% |
| Returns for 5 years | 54.37 | 32.51 | 167% |
| Returns for 10 years | 40.67 | 6.12 | 664% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement