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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Transamerica Mid Cap Value Opps I
Price$11.33
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets938.21M
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. MVTIX (938M). MVTIX pays higher dividends than JVMIX: MVTIX (1.33) 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 : -4.82 vs. JVMIX (-5.28). JVMIX return over 5 years is better than : 46.84 vs. MVTIX (10.53).
| 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 | 9.276 | 6.032 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 938M | 2,527% |
| Annual Yield % from dividends | 0.74 | 1.33 | 55% |
| Returns for 1 year | -5.28 | -4.82 | 110% |
| Returns for 3 years | 24.82 | 8.49 | 292% |
| Returns for 5 years | 46.84 | 10.53 | 445% |
| Returns for 10 years | 50.82 | 4.45 | 1,143% |
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