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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
Open Charts JVMIX vs MCVAX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps A
Price$11.69
Change-$0.09 (-0.76%)
VolumeN/A
CapitalizationN/A
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JVMIX vs MCVAX Comparison Chart
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JVMIX vs. MCVAX commentary
Sep 21, 2024
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: 23.4B vs. MCVAX (1.25B). JVMIX pays higher dividends than MCVAX: JVMIX (0.84) vs MCVAX (0.52). JVMIX was incepted earlier than MCVAX: JVMIX (27 years) vs MCVAX (10 years). MCVAX is a more actively managed with annual turnover of: 44.00 vs. JVMIX (41.00). MCVAX has a lower initial minimum investment than JVMIX: MCVAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 19.46 vs. MCVAX (9.98). JVMIX return over 5 years is better than : 44.34 vs. MCVAX (1.38).
| JVMIX | MCVAX | JVMIX / MCVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 11.144 | 7.742 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.84 | 0.52 | 161% |
| Returns for 1 year | 19.46 | 9.98 | 195% |
| Returns for 3 years | 13.73 | -16.20 | -85% |
| Returns for 5 years | 44.34 | 1.38 | 3,212% |
| Returns for 10 years | 64.87 | 16.22 | 400% |