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JVMIX vs MVTRX
JVMIX vs MVTRX Comparison
Open Charts JVMIX vs MVTRX
JHancock Disciplined Value Mid Cap I
Price$25.22
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets19.68B
Transamerica Mid Cap Value Opps R6
Price$10.45
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets947.71M
JVMIX vs MVTRX Comparison Chart
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JVMIX vs. MVTRX commentary
Apr 25, 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 MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.7B vs. MVTRX (948M). MVTRX pays higher dividends than JVMIX: MVTRX (1.50) vs JVMIX (0.83). JVMIX was incepted earlier than MVTRX: JVMIX (28 years) vs MVTRX (9 years). JVMIX (0.88) is less costly to investors than MVTRX (0.74). MVTRX (48.00) and JVMIX (47.00) have comparable annual turnover. MVTRX has a lower initial minimum investment than JVMIX: MVTRX (0) vs JVMIX (250000). MVTRX annual gain was more profitable for investors over the last year : -6.74 vs. JVMIX (-11.62). JVMIX return over 5 years is better than : 52.57 vs. MVTRX (23.10).
| JVMIX | MVTRX | JVMIX / MVTRX | |
| Total Expense Ratio | 0.87 | 0.74 | 118% |
| Annual Report Gross Expense Ratio | 0.88 | 0.74 | 119% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -7.273 | -3.628 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 948M | 2,078% |
| Annual Yield % from dividends | 0.83 | 1.50 | 55% |
| Returns for 1 year | -11.62 | -6.74 | 172% |
| Returns for 3 years | -5.15 | -12.31 | 42% |
| Returns for 5 years | 52.57 | 23.10 | 228% |
| Returns for 10 years | 24.15 | N/A | - |
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