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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$30.26
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.32B
Transamerica Small/Mid Cap Value R6
Price$30.20
Change+$0.17 (+0.57%)
VolumeN/A
Net Assets649.74M
JVMIX vs TASMX Comparison Chart in %
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JVMIX vs. TASMX commentary
Oct 05, 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: 24.3B vs. TASMX (650M). TASMX pays higher dividends than JVMIX: TASMX (1.04) vs JVMIX (0.74). 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 : -0.13 vs. TASMX (-2.46). JVMIX return over 5 years is better than : 56.83 vs. TASMX (35.84).
| 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 | 12.096 | 8.216 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 650M | 3,738% |
| Annual Yield % from dividends | 0.74 | 1.04 | 71% |
| Returns for 1 year | -0.13 | -2.46 | 5% |
| Returns for 3 years | 26.62 | 8.38 | 317% |
| Returns for 5 years | 56.83 | 35.84 | 159% |
| Returns for 10 years | 58.76 | 21.23 | 277% |
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