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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
Open Charts JVMIX vs MCVAX
JHancock Disciplined Value Mid Cap I
Price$27.56
Change+$0.88 (+3.30%)
VolumeN/A
Net Assets20.89B
Transamerica Mid Cap Value Opps A
Price$10.82
Change+$0.23 (+2.17%)
VolumeN/A
Net Assets968.26M
JVMIX vs MCVAX Comparison Chart
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JVMIX vs. MCVAX commentary
May 13, 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: 20.9B vs. MCVAX (968M). MCVAX pays higher dividends than JVMIX: MCVAX (1.11) vs JVMIX (0.85). 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 : -5.08 vs. JVMIX (-7.69). JVMIX return over 5 years is better than : 67.70 vs. MCVAX (29.15).
| 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 | -1.002 | 0.284 | -353% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 968M | 2,159% |
| Annual Yield % from dividends | 0.85 | 1.11 | 77% |
| Returns for 1 year | -7.69 | -5.08 | 151% |
| Returns for 3 years | 5.77 | -7.41 | -78% |
| Returns for 5 years | 67.70 | 29.15 | 232% |
| Returns for 10 years | 31.61 | -3.10 | -1,019% |
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