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JVMAX vs TASMX
JVMAX vs TASMX Comparison
Open Charts JVMAX vs TASMX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
Transamerica Small/Mid Cap Value R6
Price$26.01
Change+$0.33 (+1.29%)
VolumeN/A
Net Assets597.04M
JVMAX vs TASMX Comparison Chart
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JVMAX vs. TASMX commentary
Apr 25, 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: 19.8B vs. TASMX (597M). 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). JVMAX (-11.62) and TASMX (-11.77) have marching annual gain over last year. JVMAX return over 5 years is better than : 50.79 vs. TASMX (37.89).
| 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 | -6.491 | -7.459 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 597M | 3,317% |
| Annual Yield % from dividends | 0.61 | 1.14 | 54% |
| Returns for 1 year | -11.62 | -11.77 | 99% |
| Returns for 3 years | -5.75 | -15.27 | 38% |
| Returns for 5 years | 50.79 | 37.89 | 134% |
| Returns for 10 years | 20.78 | N/A | - |
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