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JVMSX vs TASMX
JVMSX vs TASMX Comparison
Open Charts JVMSX vs TASMX
JHancock Disciplined Value Mid Cap R2
Price$25.48
Change+$0.42 (+1.68%)
VolumeN/A
Net Assets19.84B
Transamerica Small/Mid Cap Value R6
Price$26.01
Change+$0.33 (+1.29%)
VolumeN/A
Net Assets597.04M
JVMSX vs TASMX Comparison Chart
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JVMSX vs. TASMX commentary
Apr 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: 19.8B vs. TASMX (597M). TASMX pays higher dividends than JVMSX: TASMX (1.14) vs JVMSX (0.45). 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: 47.00 vs. TASMX (32.00). JVMSX (0) and TASMX (0) have matching initial minimum investment requirements. JVMSX (-11.28) and TASMX (-11.77) have marching annual gain over last year. JVMSX return over 5 years is better than : 51.96 vs. TASMX (37.89).
| 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 | -6.527 | -7.459 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 597M | 3,317% |
| Annual Yield % from dividends | 0.45 | 1.14 | 39% |
| Returns for 1 year | -11.28 | -11.77 | 96% |
| Returns for 3 years | -5.15 | -15.27 | 34% |
| Returns for 5 years | 51.96 | 37.89 | 137% |
| Returns for 10 years | 22.43 | N/A | - |
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