JVMIX
Price
$27.51
Change
-$0.48 (-1.71%)
Updated
Feb 21 closing price
Net Assets
22.49B
TASMX
Price
$27.86
Change
-$0.34 (-1.21%)
Updated
Feb 21 closing price
Net Assets
661.63M
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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$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.49B
Transamerica Small/Mid Cap Value R6
Price$27.86
Change-$0.34 (-1.21%)
VolumeN/A
Net Assets661.63M
JVMIX vs TASMX Comparison Chart
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JVMIX vs. TASMX commentary
Feb 23, 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 StrongBuy and TASMX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. TASMX (662M). TASMX pays higher dividends than JVMIX: TASMX (1.09) vs JVMIX (0.84). JVMIX was incepted earlier than TASMX: JVMIX (28 years) vs TASMX (10 years). JVMIX is a more actively managed with annual turnover of: 41.00 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 : -1.78 vs. TASMX (-3.13). JVMIX return over 5 years is better than : 25.32 vs. TASMX (6.04).
JVMIXTASMXJVMIX / TASMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years10 years-
Gain YTD2.0780.396524%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.5B662M3,399%
Annual Yield % from dividends0.841.0977%
Returns for 1 year-1.78-3.1357%
Returns for 3 years3.80-7.39-51%
Returns for 5 years25.326.04419%
Returns for 10 years37.52N/A-
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