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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
Transamerica Mid Cap Value Opps I
Price$10.71
Change-$0.27 (-2.46%)
VolumeN/A
Net Assets993.26M
JVMIX vs MVTIX Comparison Chart
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JVMIX vs. MVTIX commentary
May 22, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.8B vs. MVTIX (993M). MVTIX pays higher dividends than JVMIX: MVTIX (1.45) vs JVMIX (0.85). JVMIX was incepted earlier than MVTIX: JVMIX (28 years) vs MVTIX (11 years). JVMIX (0.88) is less costly to investors than MVTIX (0.83). MVTIX (48.00) and JVMIX (47.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than MVTIX: JVMIX (250000) vs MVTIX (1000000). MVTIX annual gain was more profitable for investors over the last year : -2.29 vs. JVMIX (-4.22). JVMIX return over 5 years is better than : 62.06 vs. MVTIX (24.25).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | 0.87 | 0.83 | 105% |
| Annual Report Gross Expense Ratio | 0.88 | 0.83 | 106% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 3.488 | 3.487 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 993M | 2,195% |
| Annual Yield % from dividends | 0.85 | 1.45 | 59% |
| Returns for 1 year | -4.22 | -2.29 | 184% |
| Returns for 3 years | 13.03 | -3.31 | -394% |
| Returns for 5 years | 62.06 | 24.25 | 256% |
| Returns for 10 years | 36.87 | 1.41 | 2,621% |
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