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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps I
Price$11.92
Change-$0.08 (-0.67%)
VolumeN/A
CapitalizationN/A
JVMIX vs MVTIX Comparison Chart
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JVMIX vs. MVTIX commentary
Nov 18, 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: 23.8B vs. MVTIX (1.23B). MVTIX (0.88) and JVMIX (0.84) have matching dividends . JVMIX was incepted earlier than MVTIX: JVMIX (27 years) vs MVTIX (11 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 : 21.59 vs. MVTIX (13.10). JVMIX return over 5 years is better than : 45.01 vs. MVTIX (2.53).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 14.615 | 9.358 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.23B | 1,941% |
| Annual Yield % from dividends | 0.84 | 0.88 | 96% |
| Returns for 1 year | 21.59 | 13.10 | 165% |
| Returns for 3 years | 7.53 | -20.69 | -36% |
| Returns for 5 years | 45.01 | 2.53 | 1,776% |
| Returns for 10 years | 62.42 | 15.40 | 405% |
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