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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$27.94
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.66B
Transamerica Mid Cap Value Opps I
Price$10.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets987.35M
JVMIX vs MVTIX Comparison Chart
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JVMIX vs. MVTIX commentary
Jun 13, 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 Buy and MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.7B vs. MVTIX (987M). MVTIX pays higher dividends than JVMIX: MVTIX (1.42) vs JVMIX (0.80). JVMIX was incepted earlier than MVTIX: JVMIX (28 years) vs MVTIX (11 years). JVMIX (0.88) is less costly to investors than MVTIX (0.83). 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 : 0.90 vs. JVMIX (-2.47). JVMIX return over 5 years is better than : 53.40 vs. MVTIX (16.42).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | 0.87 | 0.83 | 105% |
| Annual Report Gross Expense Ratio | 0.88 | 0.83 | 106% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 3.302 | 3.582 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 987M | 2,199% |
| Annual Yield % from dividends | 0.80 | 1.42 | 57% |
| Returns for 1 year | -2.47 | 0.90 | -276% |
| Returns for 3 years | 17.41 | 1.04 | 1,676% |
| Returns for 5 years | 53.40 | 16.42 | 325% |
| Returns for 10 years | 38.64 | 3.21 | 1,203% |
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