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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets22.92B
Transamerica Mid Cap Value Opps I
Price$11.47
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1B
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Jul 26, 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: 22.9B vs. MVTIX (1B). MVTIX pays higher dividends than JVMIX: MVTIX (1.38) vs JVMIX (0.78). 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). JVMIX (49.00) and MVTIX (48.00) 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 : 1.00 vs. JVMIX (0.59). JVMIX return over 5 years is better than : 57.10 vs. MVTIX (19.26).
| 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 | 8.646 | 7.634 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1B | 2,285% |
| Annual Yield % from dividends | 0.78 | 1.38 | 56% |
| Returns for 1 year | 0.59 | 1.00 | 58% |
| Returns for 3 years | 20.73 | 2.33 | 890% |
| Returns for 5 years | 57.10 | 19.26 | 297% |
| Returns for 10 years | 49.36 | 7.73 | 639% |
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