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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps I
Price$11.77
Change-$0.09 (-0.76%)
VolumeN/A
CapitalizationN/A
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JVMIX vs MVTIX Comparison Chart
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JVMIX vs. MVTIX commentary
Sep 21, 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 Buy and MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. MVTIX (1.25B). MVTIX (0.88) and JVMIX (0.84) have matching dividends . JVMIX was incepted earlier than MVTIX: JVMIX (27 years) vs MVTIX (10 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 : 19.46 vs. MVTIX (10.33). JVMIX return over 5 years is better than : 44.34 vs. MVTIX (2.62).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 11.144 | 7.982 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.84 | 0.88 | 96% |
| Returns for 1 year | 19.46 | 10.33 | 188% |
| Returns for 3 years | 13.73 | -15.48 | -89% |
| Returns for 5 years | 44.34 | 2.62 | 1,691% |
| Returns for 10 years | 64.87 | 18.69 | 347% |