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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
Open Charts JVMIX vs MCVAX
JHancock Disciplined Value Mid Cap I
Price$28.78
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
Transamerica Mid Cap Value Opps A
Price$11.08
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets975M
JVMIX vs MCVAX Comparison Chart in %
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JVMIX vs. MCVAX commentary
Jul 18, 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: 22.2B vs. MCVAX (975M). MCVAX pays higher dividends than JVMIX: MCVAX (1.06) vs JVMIX (0.78). 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). JVMIX (49.00) and MCVAX (48.00) 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 : -2.52 vs. JVMIX (-3.58). JVMIX return over 5 years is better than : 54.80 vs. MCVAX (13.37).
| 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 | 6.494 | 4.261 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 975M | 2,277% |
| Annual Yield % from dividends | 0.78 | 1.06 | 73% |
| Returns for 1 year | -3.58 | -2.52 | 142% |
| Returns for 3 years | 22.30 | 1.78 | 1,255% |
| Returns for 5 years | 54.80 | 13.37 | 410% |
| Returns for 10 years | 43.95 | 0.39 | 11,382% |
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