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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$30.97
Change-$0.37 (-1.18%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps I
Price$11.86
Change-$0.12 (-1.00%)
VolumeN/A
CapitalizationN/A
JVMIX vs MVTIX Comparison Chart
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JVMIX vs. MVTIX commentary
Dec 18, 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 Hold and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. MVTIX (1.18B). MVTIX (0.88) and JVMIX (0.84) have matching dividends . JVMIX was incepted earlier than MVTIX: JVMIX (28 years) vs MVTIX (11 years). MVTIX is a more actively managed with annual turnover of: 44.00 vs. JVMIX (41.00). JVMIX has a lower initial minimum investment than MVTIX: JVMIX (250000) vs MVTIX (1000000). JVMIX annual gain was more profitable for investors over the last year : 11.12 vs. MVTIX (7.00). JVMIX return over 5 years is better than : 42.01 vs. MVTIX (2.61).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 13.153 | 8.807 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.18B | 2,005% |
| Annual Yield % from dividends | 0.84 | 0.88 | 96% |
| Returns for 1 year | 11.12 | 7.00 | 159% |
| Returns for 3 years | 17.73 | -18.86 | -94% |
| Returns for 5 years | 42.01 | 2.61 | 1,611% |
| Returns for 10 years | 60.93 | 12.53 | 486% |
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