Ad is loading...
JVMAX vs MCVAX
JVMAX vs MCVAX Comparison
Open Charts JVMAX vs MCVAX
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
Transamerica Mid Cap Value Opps A
Price$10.60
Change+$0.09 (+0.86%)
VolumeN/A
Net Assets961M
JVMAX vs MCVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. MCVAX commentary
May 09, 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 JVMAX is a Buy and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. MCVAX (961M). MCVAX pays higher dividends than JVMAX: MCVAX (1.11) vs JVMAX (0.63). JVMAX was incepted earlier than MCVAX: JVMAX (28 years) vs MCVAX (11 years). MCVAX (1.19) is less costly to investors than JVMAX (1.13). MCVAX (48.00) and JVMAX (47.00) have comparable annual turnover. MCVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and MCVAX (1000) have matching initial minimum investment requirements. MCVAX annual gain was more profitable for investors over the last year : -5.65 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. MCVAX (18.07).
| JVMAX | MCVAX | JVMAX / MCVAX | |
| Total Expense Ratio | 1.12 | 1.19 | 94% |
| Annual Report Gross Expense Ratio | 1.13 | 1.19 | 95% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -2.360 | -0.852 | 277% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 961M | 2,144% |
| Annual Yield % from dividends | 0.63 | 1.11 | 57% |
| Returns for 1 year | -8.80 | -5.65 | 156% |
| Returns for 3 years | 4.03 | -9.31 | -43% |
| Returns for 5 years | 49.78 | 18.07 | 275% |
| Returns for 10 years | 26.12 | -3.95 | -662% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PSEP | 38.75 | 0.12 | +0.31% |
| Innovator US Equity Power Buffer ETF-Sep | |||
| YDEC | 24.27 | -0.03 | -0.12% |
| FT Vest Intl Eq Mod Bffr ETF Dec | |||
| IDV | 32.48 | -0.25 | -0.76% |
| iShares International Select Div ETF | |||
| SDOW | 50.60 | -1.05 | -2.03% |
| ProShares UltraPro Short Dow30 | |||
| DWSH | 8.09 | -0.19 | -2.29% |
| AdvisorShares Dorsey Wright Short ETF | |||