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JVMAX vs MVTRX
JVMAX vs MVTRX Comparison
Open Charts JVMAX vs MVTRX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.3B
Transamerica Mid Cap Value Opps R6
Price$11.70
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets984.02M
JVMAX vs MVTRX Comparison Chart in %
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JVMAX vs. MVTRX commentary
Sep 07, 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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. MVTRX (984M). MVTRX pays higher dividends than JVMAX: MVTRX (1.40) vs JVMAX (0.55). JVMAX was incepted earlier than MVTRX: JVMAX (28 years) vs MVTRX (9 years). JVMAX (1.11) is less costly to investors than MVTRX (0.74). JVMAX (49.00) and MVTRX (48.00) have comparable annual turnover. MVTRX has a lower initial minimum investment than JVMAX: MVTRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. MVTRX (0.42). JVMAX return over 5 years is better than : 51.61 vs. MVTRX (16.59).
| JVMAX | MVTRX | JVMAX / MVTRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.11 | 0.74 | 150% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 11.802 | 8.837 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 984M | 2,470% |
| Annual Yield % from dividends | 0.55 | 1.40 | 39% |
| Returns for 1 year | 2.01 | 0.42 | 478% |
| Returns for 3 years | 23.09 | 5.94 | 389% |
| Returns for 5 years | 51.61 | 16.59 | 311% |
| Returns for 10 years | 52.52 | N/A | - |
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