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JVMAX vs MCVCX
JVMAX vs MCVCX Comparison
Open Charts JVMAX vs MCVCX
JHancock Disciplined Value Mid Cap A
Price$24.18
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets20.07B
Transamerica Mid Cap Value Opps C
Price$10.07
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets963.63M
JVMAX vs MCVCX Comparison Chart
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JVMAX vs. MCVCX commentary
Apr 29, 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 MCVCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.1B vs. MCVCX (964M). JVMAX pays higher dividends than MCVCX: JVMAX (0.61) vs MCVCX (0.25). JVMAX was incepted earlier than MCVCX: JVMAX (28 years) vs MCVCX (11 years). MCVCX (1.87) is less costly to investors than JVMAX (1.13). MCVCX (48.00) and JVMAX (47.00) have comparable annual turnover. JVMAX (1000) and MCVCX (1000) have matching initial minimum investment requirements. MCVCX annual gain was more profitable for investors over the last year : -6.02 vs. JVMAX (-10.44). JVMAX return over 5 years is better than : 41.29 vs. MCVCX (9.65).
| JVMAX | MCVCX | JVMAX / MCVCX | |
| Total Expense Ratio | 1.12 | 1.87 | 60% |
| Annual Report Gross Expense Ratio | 1.13 | 1.87 | 60% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -5.271 | -2.144 | 246% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1B | 964M | 2,085% |
| Annual Yield % from dividends | 0.61 | 0.25 | 248% |
| Returns for 1 year | -10.44 | -6.02 | 173% |
| Returns for 3 years | -1.75 | -10.37 | 17% |
| Returns for 5 years | 41.29 | 9.65 | 428% |
| Returns for 10 years | 22.78 | -10.54 | -216% |
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