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JVMCX vs MVTRX
JVMCX vs MVTRX Comparison
Open Charts JVMCX vs MVTRX
JHancock Disciplined Value Mid Cap C
Price$25.52
Change-$0.57 (-2.18%)
VolumeN/A
Net Assets21.79B
Transamerica Mid Cap Value Opps R6
Price$10.85
Change-$0.27 (-2.43%)
VolumeN/A
Net Assets993.26M
JVMCX vs MVTRX Comparison Chart
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JVMCX vs. MVTRX commentary
May 23, 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: 21.8B vs. MVTRX (993M). MVTRX pays higher dividends than JVMCX: MVTRX (1.54) 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 : -2.16 vs. JVMCX (-5.78). JVMCX return over 5 years is better than : 54.86 vs. MVTRX (25.20).
| 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 | 3.123 | 3.442 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 993M | 2,195% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -5.78 | -2.16 | 268% |
| Returns for 3 years | 9.69 | -2.91 | -333% |
| Returns for 5 years | 54.86 | 25.20 | 218% |
| Returns for 10 years | 25.15 | N/A | - |
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