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JVMCX vs MVTRX
JVMCX vs MVTRX Comparison
Open Charts JVMCX vs MVTRX
JHancock Disciplined Value Mid Cap C
Price$28.59
Change-$0.18 (-0.63%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R6
Price$11.92
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
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JVMCX vs MVTRX Comparison Chart
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JVMCX vs. MVTRX commentary
Sep 21, 2024
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 Buy and MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. MVTRX (1.25B). MVTRX pays higher dividends than JVMCX: MVTRX (0.95) vs JVMCX (0.01). JVMCX was incepted earlier than MVTRX: JVMCX (13 years) vs MVTRX (8 years). MVTRX is a more actively managed with annual turnover of: 44.00 vs. JVMCX (41.00). MVTRX has a lower initial minimum investment than JVMCX: MVTRX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 18.06 vs. MVTRX (10.50). JVMCX return over 5 years is better than : 38.74 vs. MVTRX (3.31).
| JVMCX | MVTRX | JVMCX / MVTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 10.301 | 8.167 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.01 | 0.95 | 1% |
| Returns for 1 year | 18.06 | 10.50 | 172% |
| Returns for 3 years | 10.70 | -14.97 | -71% |
| Returns for 5 years | 38.74 | 3.31 | 1,172% |
| Returns for 10 years | 51.69 | N/A | - |