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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
Open Charts JVMIX vs MCVAX
JHancock Disciplined Value Mid Cap I
Price$27.57
Change-$0.14 (-0.51%)
VolumeN/A
Net Assets21.46B
Transamerica Mid Cap Value Opps A
Price$10.71
Change-$0.05 (-0.46%)
VolumeN/A
Net Assets966.46M
JVMIX vs MCVAX Comparison Chart
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JVMIX vs. MCVAX commentary
Jun 06, 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 JVMIX is a Buy and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. MCVAX (966M). MCVAX pays higher dividends than JVMIX: MCVAX (1.09) vs JVMIX (0.80). JVMIX was incepted earlier than MCVAX: JVMIX (28 years) vs MCVAX (11 years). MCVAX (1.19) is less costly to investors than JVMIX (0.88). MCVAX (48.00) and JVMIX (47.00) have comparable annual turnover. MCVAX has a lower initial minimum investment than JVMIX: MCVAX (1000) vs JVMIX (250000). MCVAX annual gain was more profitable for investors over the last year : -1.99 vs. JVMIX (-2.41). JVMIX return over 5 years is better than : 40.29 vs. MCVAX (4.86).
| JVMIX | MCVAX | JVMIX / MCVAX | |
| Total Expense Ratio | 0.87 | 1.19 | 73% |
| Annual Report Gross Expense Ratio | 0.88 | 1.19 | 74% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 2.820 | 1.894 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 966M | 2,226% |
| Annual Yield % from dividends | 0.80 | 1.09 | 74% |
| Returns for 1 year | -2.41 | -1.99 | 121% |
| Returns for 3 years | 6.85 | -9.35 | -73% |
| Returns for 5 years | 40.29 | 4.86 | 830% |
| Returns for 10 years | 37.60 | -0.94 | -4,018% |
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