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JVMSX vs TASMX
JVMSX vs TASMX Comparison
Open Charts JVMSX vs TASMX
JHancock Disciplined Value Mid Cap R2
Price$28.49
Change-$0.47 (-1.62%)
VolumeN/A
Net Assets22.6B
Transamerica Small/Mid Cap Value R6
Price$28.13
Change-$0.52 (-1.82%)
VolumeN/A
Net Assets647.43M
JVMSX vs TASMX Comparison Chart in %
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JVMSX vs. TASMX commentary
Jul 16, 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: 22.6B vs. TASMX (647M). TASMX pays higher dividends than JVMSX: TASMX (1.10) vs JVMSX (0.42). JVMSX was incepted earlier than TASMX: JVMSX (13 years) vs TASMX (10 years). JVMSX (1.26) 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 : -0.31 vs. TASMX (-4.30). JVMSX return over 5 years is better than : 55.56 vs. TASMX (32.51).
| JVMSX | TASMX | JVMSX / TASMX | |
| Total Expense Ratio | 1.25 | 0.80 | 156% |
| Annual Report Gross Expense Ratio | 1.26 | 0.80 | 158% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 8.019 | 3.243 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 647M | 3,493% |
| Annual Yield % from dividends | 0.42 | 1.10 | 38% |
| Returns for 1 year | -0.31 | -4.30 | 7% |
| Returns for 3 years | 23.23 | 2.43 | 957% |
| Returns for 5 years | 55.56 | 32.51 | 171% |
| Returns for 10 years | 42.64 | 6.12 | 696% |
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