JVMIX
Price
$28.70
Change
-$0.47 (-1.61%)
Updated
Jul 15 closing price
Net Assets
22.6B
TASMX
Price
$28.13
Change
-$0.52 (-1.82%)
Updated
Jul 15 closing price
Net Assets
647.43M
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JVMIX vs TASMX

Header iconJVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$28.70
Change-$0.47 (-1.61%)
VolumeN/A
Net Assets22.6B
Transamerica Small/Mid Cap Value R6
Price$28.13
Change-$0.52 (-1.82%)
VolumeN/A
Net Assets647.43M
JVMIX vs TASMX Comparison Chart in %
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JVMIX 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 JVMIX is a Buy and TASMX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. TASMX (647M). TASMX pays higher dividends than JVMIX: TASMX (1.10) vs JVMIX (0.78). JVMIX was incepted earlier than TASMX: JVMIX (28 years) vs TASMX (10 years). JVMIX (0.88) is less costly to investors than TASMX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). TASMX has a lower initial minimum investment than JVMIX: TASMX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.11 vs. TASMX (-4.30). JVMIX return over 5 years is better than : 57.67 vs. TASMX (32.51).
JVMIXTASMXJVMIX / TASMX
Total Expense Ratio0.870.80109%
Annual Report Gross Expense Ratio0.880.80110%
Fund Existence28 years10 years-
Gain YTD8.2373.243254%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.6B647M3,493%
Annual Yield % from dividends0.781.1070%
Returns for 1 year0.11-4.30-2%
Returns for 3 years24.302.431,001%
Returns for 5 years57.6732.51177%
Returns for 10 years46.316.12756%
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