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JVMIX vs TASMX
JVMIX vs TASMX Comparison
Open Charts JVMIX vs TASMX
JHancock Disciplined Value Mid Cap I
Price$30.04
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
Transamerica Small/Mid Cap Value R6
Price$29.95
Change+$0.88 (+3.03%)
VolumeN/A
Net Assets657.56M
JVMIX vs TASMX Comparison Chart in %
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JVMIX vs. TASMX commentary
Aug 25, 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: 24.2B vs. TASMX (658M). TASMX pays higher dividends than JVMIX: TASMX (1.10) vs JVMIX (0.76). 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 : 1.88 vs. TASMX (-2.03). JVMIX return over 5 years is better than : 57.22 vs. TASMX (34.82).
| 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 | 11.466 | 7.928 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 658M | 3,678% |
| Annual Yield % from dividends | 0.76 | 1.10 | 70% |
| Returns for 1 year | 1.88 | -2.03 | -93% |
| Returns for 3 years | 18.67 | 0.67 | 2,776% |
| Returns for 5 years | 57.22 | 34.82 | 164% |
| Returns for 10 years | 66.21 | 26.67 | 248% |
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