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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$27.85
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
Transamerica Small/Mid Cap Value R6
Price$27.44
Change+$0.28 (+1.03%)
VolumeN/A
Net Assets623.92M
JVMIX vs TASMX Comparison Chart
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JVMIX vs. TASMX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. TASMX (624M). TASMX pays higher dividends than JVMIX: TASMX (1.14) vs JVMIX (0.80). 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 (47.00) and TASMX (46.00) have comparable annual turnover. 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 : -3.11 vs. TASMX (-7.00). JVMIX return over 5 years is better than : 39.58 vs. TASMX (18.47).
| JVMIX | TASMX | JVMIX / TASMX | |
| Total Expense Ratio | 0.87 | 0.80 | 109% |
| Annual Report Gross Expense Ratio | 0.88 | 0.80 | 110% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 2.301 | -2.126 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 624M | 3,446% |
| Annual Yield % from dividends | 0.80 | 1.14 | 71% |
| Returns for 1 year | -3.11 | -7.00 | 44% |
| Returns for 3 years | 4.57 | -12.33 | -37% |
| Returns for 5 years | 39.58 | 18.47 | 214% |
| Returns for 10 years | 37.69 | 0.60 | 6,239% |
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