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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
Open Charts JVMIX vs MCVAX
JHancock Disciplined Value Mid Cap I
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
Transamerica Mid Cap Value Opps A
Price$10.87
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets1.07B
JVMIX vs MCVAX Comparison Chart
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JVMIX vs. MCVAX commentary
Apr 03, 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: 21.1B vs. MCVAX (1.07B). MCVAX pays higher dividends than JVMIX: MCVAX (1.08) vs JVMIX (0.83). JVMIX was incepted earlier than MCVAX: JVMIX (28 years) vs MCVAX (11 years). MCVAX (1.20) 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 : -4.31 vs. JVMIX (-8.65). JVMIX return over 5 years is better than : 88.14 vs. MCVAX (49.63).
| JVMIX | MCVAX | JVMIX / MCVAX | |
| Total Expense Ratio | 0.87 | 1.20 | 73% |
| Annual Report Gross Expense Ratio | 0.88 | 1.20 | 73% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -1.224 | 1.989 | -62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 1.07B | 1,968% |
| Annual Yield % from dividends | 0.83 | 1.08 | 77% |
| Returns for 1 year | -8.65 | -4.31 | 200% |
| Returns for 3 years | -1.89 | -9.64 | 20% |
| Returns for 5 years | 88.14 | 49.63 | 178% |
| Returns for 10 years | 33.26 | -1.19 | -2,785% |
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