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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$29.80
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
Transamerica Mid Cap Value Opps I
Price$11.37
Change-$0.13 (-1.13%)
VolumeN/A
Net Assets971.35M
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Sep 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 Hold and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. MVTIX (971M). MVTIX pays higher dividends than JVMIX: MVTIX (1.32) vs JVMIX (0.74). JVMIX was incepted earlier than MVTIX: JVMIX (28 years) vs MVTIX (11 years). JVMIX (0.86) and MVTIX (0.83) have similar cost to investors . 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 : 0.05 vs. JVMIX (-0.20). JVMIX return over 5 years is better than : 61.66 vs. MVTIX (20.71).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | 0.85 | 0.83 | 102% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 11.503 | 8.388 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 971M | 2,492% |
| Annual Yield % from dividends | 0.74 | 1.32 | 56% |
| Returns for 1 year | -0.20 | 0.05 | -378% |
| Returns for 3 years | 34.42 | 15.36 | 224% |
| Returns for 5 years | 61.66 | 20.71 | 298% |
| Returns for 10 years | 65.13 | 14.51 | 449% |
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