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JVMTX vs TASMX
JVMTX vs TASMX Comparison
Open Charts JVMTX vs TASMX
JHancock Disciplined Value Mid Cap R4
Price$29.97
Change+$0.67 (+2.29%)
VolumeN/A
Net Assets24.15B
Transamerica Small/Mid Cap Value R6
Price$29.95
Change+$0.88 (+3.03%)
VolumeN/A
Net Assets657.56M
JVMTX vs TASMX Comparison Chart in %
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JVMTX 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 JVMTX is a Buy and TASMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. TASMX (658M). TASMX pays higher dividends than JVMTX: TASMX (1.10) vs JVMTX (0.64). 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 : 1.71 vs. TASMX (-2.03). JVMTX return over 5 years is better than : 56.40 vs. TASMX (34.82).
| 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 | 11.371 | 7.928 | 143% |
| 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 | 0.64 | 1.10 | 58% |
| Returns for 1 year | 1.71 | -2.03 | -84% |
| Returns for 3 years | 18.31 | 0.67 | 2,723% |
| Returns for 5 years | 56.40 | 34.82 | 162% |
| Returns for 10 years | 64.74 | 26.67 | 243% |
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