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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Transamerica Small/Mid Cap Value R6
Price$28.73
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets612.01M
JVMIX vs TASMX Comparison Chart in %
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JVMIX vs. TASMX commentary
Nov 20, 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 Hold and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. TASMX (612M). TASMX pays higher dividends than JVMIX: TASMX (1.06) vs JVMIX (0.75). JVMIX was incepted earlier than TASMX: JVMIX (28 years) vs TASMX (10 years). JVMIX (0.86) 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 : -6.42 vs. TASMX (-9.13). JVMIX return over 5 years is better than : 32.85 vs. TASMX (13.47).
| JVMIX | TASMX | JVMIX / TASMX | |
| Total Expense Ratio | 0.85 | 0.80 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 7.829 | 3.928 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 612M | 3,840% |
| Annual Yield % from dividends | 0.75 | 1.06 | 71% |
| Returns for 1 year | -6.42 | -9.13 | 70% |
| Returns for 3 years | 12.74 | -1.04 | -1,222% |
| Returns for 5 years | 32.85 | 13.47 | 244% |
| Returns for 10 years | 45.13 | 10.46 | 431% |
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