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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Transamerica Small/Mid Cap Value R6
Price$28.43
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets689.89M
JVMIX vs TASMX Comparison Chart
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JVMIX vs. TASMX commentary
Jan 19, 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: 23.1B vs. TASMX (690M). 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 : 5.70 vs. TASMX (2.59). JVMIX return over 5 years is better than : 26.40 vs. TASMX (6.75).
| JVMIX | TASMX | JVMIX / TASMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 3.785 | 2.450 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 690M | 3,348% |
| Annual Yield % from dividends | 0.84 | 1.09 | 77% |
| Returns for 1 year | 5.70 | 2.59 | 220% |
| Returns for 3 years | 1.40 | -9.07 | -15% |
| Returns for 5 years | 26.40 | 6.75 | 391% |
| Returns for 10 years | 48.25 | N/A | - |
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