JVMIX
Price
$25.65
Change
+$0.43 (+1.70%)
Updated
Apr 24 closing price
Net Assets
19.84B
TASMX
Price
$26.01
Change
+$0.33 (+1.29%)
Updated
Apr 24 closing price
Net Assets
597.04M
Ad is loading...

JVMIX vs TASMX

Header iconJVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$25.65
Change+$0.43 (+1.70%)
VolumeN/A
Net Assets19.84B
Transamerica Small/Mid Cap Value R6
Price$26.01
Change+$0.33 (+1.29%)
VolumeN/A
Net Assets597.04M
JVMIX vs TASMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JVMIX 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 JVMIX is a Buy and TASMX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.8B vs. TASMX (597M). TASMX pays higher dividends than JVMIX: TASMX (1.14) vs JVMIX (0.83). 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: 47.00 vs. TASMX (32.00). 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 : -10.87 vs. TASMX (-11.77). JVMIX return over 5 years is better than : 53.98 vs. TASMX (37.89).
JVMIXTASMXJVMIX / TASMX
Total Expense Ratio0.870.80109%
Annual Report Gross Expense Ratio0.880.80110%
Fund Existence28 years10 years-
Gain YTD-6.419-7.45986%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets19.8B597M3,317%
Annual Yield % from dividends0.831.1473%
Returns for 1 year-10.87-11.7792%
Returns for 3 years-4.34-15.2728%
Returns for 5 years53.9837.89142%
Returns for 10 years25.65N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ARTGX23.930.28
+1.18%
Artisan Global Value Investor
VLAIX40.790.36
+0.89%
Value Line Asset Allocation Instl
TWCCX53.30N/A
N/A
American Century Ultra® C
WASMX22.68N/A
N/A
Boston Trust Walden SMID Cap
SQCBX12.40N/A
N/A
X-Square Balanced Fund, LLC C