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JVMAX vs MVTIX
JVMAX vs MVTIX Comparison
Open Charts JVMAX vs MVTIX
JHancock Disciplined Value Mid Cap A
Price$27.66
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps I
Price$11.39
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets991.02M
JVMAX vs MVTIX Comparison Chart in %
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JVMAX vs. MVTIX commentary
Aug 17, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. MVTIX (991M). MVTIX pays higher dividends than JVMAX: MVTIX (1.38) vs JVMAX (0.57). JVMAX was incepted earlier than MVTIX: JVMAX (28 years) vs MVTIX (11 years). JVMAX (1.13) is less costly to investors than MVTIX (0.83). JVMAX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than MVTIX: JVMAX (1000) vs MVTIX (1000000). JVMAX annual gain was more profitable for investors over the last year : -0.08 vs. MVTIX (-0.13). JVMAX return over 5 years is better than : 46.94 vs. MVTIX (13.05).
| JVMAX | MVTIX | JVMAX / MVTIX | |
| Total Expense Ratio | 1.12 | 0.83 | 135% |
| Annual Report Gross Expense Ratio | 1.13 | 0.83 | 136% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 8.812 | 7.729 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 991M | 2,381% |
| Annual Yield % from dividends | 0.57 | 1.38 | 41% |
| Returns for 1 year | -0.08 | -0.13 | 60% |
| Returns for 3 years | 10.24 | -3.41 | -300% |
| Returns for 5 years | 46.94 | 13.05 | 360% |
| Returns for 10 years | 39.65 | 5.56 | 713% |
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