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JVMTX vs TASMX
JVMTX vs TASMX Comparison
Open Charts JVMTX vs TASMX
JHancock Disciplined Value Mid Cap R4
Price$28.95
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Transamerica Small/Mid Cap Value R6
Price$28.73
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets612.01M
JVMTX vs TASMX Comparison Chart in %
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JVMTX 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 JVMTX is a Hold and TASMX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.5B vs. TASMX (612M). TASMX pays higher dividends than JVMTX: TASMX (1.06) vs JVMTX (0.63). JVMTX was incepted earlier than TASMX: JVMTX (12 years) vs TASMX (10 years). JVMTX (1.10) is less costly to investors than TASMX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 vs. TASMX (46.00). JVMTX (0) and TASMX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -6.60 vs. TASMX (-9.13). JVMTX return over 5 years is better than : 32.20 vs. TASMX (13.47).
| JVMTX | TASMX | JVMTX / TASMX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.10 | 0.80 | 138% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 7.692 | 3.928 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 612M | 3,840% |
| Annual Yield % from dividends | 0.63 | 1.06 | 59% |
| Returns for 1 year | -6.60 | -9.13 | 72% |
| Returns for 3 years | 12.39 | -1.04 | -1,188% |
| Returns for 5 years | 32.20 | 13.47 | 239% |
| Returns for 10 years | 43.82 | 10.46 | 419% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IYLD | 21.29 | N/A | N/A |
| iShares Morningstar Multi-Asset Inc ETF | |||
| NMAI | 12.80 | -0.01 | -0.08% |
| Nuveen Multi-Asset Income Fund | |||
| OVS | 33.82 | -0.05 | -0.16% |
| Overlay Shares Small Cap Equity ETF | |||
| CALF | 42.66 | -0.28 | -0.65% |
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| SHEH | 55.43 | -0.82 | -1.46% |
| SHELL PLC ADRHEDGED SHEH | |||