Ad is loading...
JVMCX vs MVTIX
JVMCX vs MVTIX Comparison
Open Charts JVMCX vs MVTIX
JHancock Disciplined Value Mid Cap C
Price$23.15
Change+$0.34 (+1.49%)
VolumeN/A
Net Assets19.24B
Transamerica Mid Cap Value Opps I
Price$10.12
Change+$0.17 (+1.71%)
VolumeN/A
Net Assets960.86M
JVMCX vs MVTIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. MVTIX commentary
Apr 12, 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 JVMCX is a Hold and MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.2B vs. MVTIX (961M). MVTIX pays higher dividends than JVMCX: MVTIX (1.41) vs JVMCX (0.00). JVMCX was incepted earlier than MVTIX: JVMCX (14 years) vs MVTIX (11 years). JVMCX (1.88) is less costly to investors than MVTIX (0.84). MVTIX (48.00) and JVMCX (47.00) have comparable annual turnover. JVMCX has a lower initial minimum investment than MVTIX: JVMCX (1000) vs MVTIX (1000000). MVTIX annual gain was more profitable for investors over the last year : -9.96 vs. JVMCX (-16.45). JVMCX return over 5 years is better than : 38.52 vs. MVTIX (15.91).
| JVMCX | MVTIX | JVMCX / MVTIX | |
| Total Expense Ratio | 1.87 | 0.84 | 223% |
| Annual Report Gross Expense Ratio | 1.88 | 0.84 | 224% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -9.842 | -6.221 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 961M | 1,998% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -16.45 | -9.96 | 165% |
| Returns for 3 years | -10.88 | -15.92 | 68% |
| Returns for 5 years | 38.52 | 15.91 | 242% |
| Returns for 10 years | 11.23 | -7.54 | -149% |
View a ticker or compare two or three
VS
VS
Ad is loading...