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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$24.73
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
Transamerica Mid Cap Value Opps I
Price$10.12
Change+$0.17 (+1.71%)
VolumeN/A
Net Assets960.86M
JVMIX vs MVTIX Comparison Chart
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JVMIX vs. MVTIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.2B vs. MVTIX (961M). MVTIX pays higher dividends than JVMIX: MVTIX (1.41) vs JVMIX (0.83). JVMIX was incepted earlier than MVTIX: JVMIX (28 years) vs MVTIX (11 years). JVMIX (0.88) and MVTIX (0.84) have similar cost to investors . 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 : -9.96 vs. JVMIX (-15.04). JVMIX return over 5 years is better than : 44.92 vs. MVTIX (15.91).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | 0.87 | 0.84 | 104% |
| Annual Report Gross Expense Ratio | 0.88 | 0.84 | 105% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -9.610 | -6.221 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 961M | 1,998% |
| Annual Yield % from dividends | 0.83 | 1.41 | 59% |
| Returns for 1 year | -15.04 | -9.96 | 151% |
| Returns for 3 years | -8.15 | -15.92 | 51% |
| Returns for 5 years | 44.92 | 15.91 | 282% |
| Returns for 10 years | 21.66 | -7.54 | -287% |
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