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JVMSX vs TASMX
JVMSX vs TASMX Comparison
Open Charts JVMSX vs TASMX
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
Transamerica Small/Mid Cap Value R6
Price$28.84
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets609.81M
JVMSX vs TASMX Comparison Chart in %
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JVMSX vs. TASMX commentary
Nov 20, 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 Hold and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. TASMX (610M). TASMX pays higher dividends than JVMSX: TASMX (1.06) vs JVMSX (0.41). JVMSX was incepted earlier than TASMX: JVMSX (14 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 : -7.41 vs. TASMX (-9.64). JVMSX return over 5 years is better than : 29.76 vs. TASMX (12.57).
| JVMSX | TASMX | JVMSX / TASMX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 7.236 | 3.495 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 610M | 3,836% |
| Annual Yield % from dividends | 0.41 | 1.06 | 38% |
| Returns for 1 year | -7.41 | -9.64 | 77% |
| Returns for 3 years | 11.53 | -1.45 | -793% |
| Returns for 5 years | 29.76 | 12.57 | 237% |
| Returns for 10 years | 41.20 | 10.00 | 412% |
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