Ad is loading...
JVMCX vs MVTRX
JVMCX vs MVTRX Comparison
Open Charts JVMCX vs MVTRX
JHancock Disciplined Value Mid Cap C
Price$29.04
Change-$0.35 (-1.19%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R6
Price$12.01
Change-$0.12 (-0.99%)
VolumeN/A
CapitalizationN/A
JVMCX vs MVTRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. MVTRX commentary
Dec 18, 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 Hold and MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.7B vs. MVTRX (1.18B). 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 : 9.81 vs. MVTRX (7.10). JVMCX return over 5 years is better than : 36.55 vs. MVTRX (3.30).
| 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 | 12.037 | 8.984 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.18B | 2,005% |
| Annual Yield % from dividends | 0.01 | 0.95 | 1% |
| Returns for 1 year | 9.81 | 7.10 | 138% |
| Returns for 3 years | 14.98 | -18.40 | -81% |
| Returns for 5 years | 36.55 | 3.30 | 1,109% |
| Returns for 10 years | 48.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...