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JVMSX vs TASMX
JVMSX vs TASMX Comparison
Open Charts JVMSX vs TASMX
JHancock Disciplined Value Mid Cap R2
Price$29.81
Change+$0.67 (+2.30%)
VolumeN/A
Net Assets24.15B
Transamerica Small/Mid Cap Value R6
Price$29.95
Change+$0.88 (+3.03%)
VolumeN/A
Net Assets657.56M
JVMSX vs TASMX Comparison Chart in %
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JVMSX 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 JVMSX is a Buy and TASMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. TASMX (658M). TASMX pays higher dividends than JVMSX: TASMX (1.10) vs JVMSX (0.41). JVMSX was incepted earlier than TASMX: JVMSX (13 years) vs TASMX (10 years). JVMSX (1.25) is less costly to investors than TASMX (0.80). JVMSX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). JVMSX (0) and TASMX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 1.40 vs. TASMX (-2.03). JVMSX return over 5 years is better than : 55.10 vs. TASMX (34.82).
| JVMSX | TASMX | JVMSX / TASMX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 11.190 | 7.928 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 658M | 3,678% |
| Annual Yield % from dividends | 0.41 | 1.10 | 38% |
| Returns for 1 year | 1.40 | -2.03 | -69% |
| Returns for 3 years | 17.63 | 0.67 | 2,622% |
| Returns for 5 years | 55.10 | 34.82 | 158% |
| Returns for 10 years | 62.04 | 26.67 | 233% |
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