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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Transamerica Small/Mid Cap Value R6
Price$25.99
Change-$1.47 (-5.35%)
VolumeN/A
Net Assets645.8M
JVMIX vs TASMX Comparison Chart
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JVMIX vs. TASMX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.4B vs. TASMX (646M). TASMX pays higher dividends than JVMIX: TASMX (1.14) vs JVMIX (0.83). 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 is a more actively managed with annual turnover of: 47.00 vs. TASMX (32.00). TASMX has a lower initial minimum investment than JVMIX: TASMX (0) vs JVMIX (250000). JVMIX (-7.93) and TASMX (-8.33) have marching annual gain over last year. JVMIX return over 5 years is better than : 90.33 vs. TASMX (70.31).
| 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 | -0.074 | -1.045 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 646M | 3,313% |
| Annual Yield % from dividends | 0.83 | 1.14 | 73% |
| Returns for 1 year | -7.93 | -8.33 | 95% |
| Returns for 3 years | -0.56 | -11.42 | 5% |
| Returns for 5 years | 90.33 | 70.31 | 128% |
| Returns for 10 years | 33.98 | N/A | - |
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