Interact to see
Advertisement
Advertisement
JVMCX vs MVTRX
JVMCX vs MVTRX Comparison
Open Charts JVMCX vs MVTRX
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
Transamerica Mid Cap Value Opps R6
Price$11.00
Change-$0.13 (-1.17%)
VolumeN/A
Net Assets969.79M
JVMCX vs MVTRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. MVTRX commentary
Jun 15, 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 Buy and MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. MVTRX (970M). MVTRX pays higher dividends than JVMCX: MVTRX (1.51) vs JVMCX (0.00). JVMCX was incepted earlier than MVTRX: JVMCX (14 years) vs MVTRX (9 years). JVMCX (1.88) is less costly to investors than MVTRX (0.74). MVTRX (48.00) and JVMCX (47.00) have comparable annual turnover. MVTRX has a lower initial minimum investment than JVMCX: MVTRX (0) vs JVMCX (1000). MVTRX annual gain was more profitable for investors over the last year : 0.44 vs. JVMCX (-4.44). JVMCX return over 5 years is better than : 45.41 vs. MVTRX (15.88).
| JVMCX | MVTRX | JVMCX / MVTRX | |
| Total Expense Ratio | 1.87 | 0.74 | 253% |
| Annual Report Gross Expense Ratio | 1.88 | 0.74 | 254% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 2.055 | 2.326 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 970M | 2,216% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | -4.44 | 0.44 | -1,008% |
| Returns for 3 years | 13.31 | 1.03 | 1,291% |
| Returns for 5 years | 45.41 | 15.88 | 286% |
| Returns for 10 years | 25.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BHK | 9.78 | 0.03 | +0.36% |
| Blackrock Core BD TR | |||
| TDTT | 24.02 | N/A | N/A |
| FlexShares iBoxx 3Yr Target Dur TIPS ETF | |||
| XJUL | 36.84 | N/A | N/A |
| FT Vest U.S. Eq Enh & ModBufETF-Jul | |||
| NJUL | 64.84 | -0.81 | -1.23% |
| Innovator Nasdaq-100 Power Bfr ETF Jul | |||
| PSWD | 35.27 | -0.61 | -1.71% |
| Xtrackers Cybersecurity Select Eq ETF | |||