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JVMIX vs MVTRX
JVMIX vs MVTRX Comparison
Open Charts JVMIX vs MVTRX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Transamerica Mid Cap Value Opps R6
Price$11.92
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
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JVMIX vs MVTRX Comparison Chart
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JVMIX vs. MVTRX 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 MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. MVTRX (1.25B). MVTRX pays higher dividends than JVMIX: MVTRX (0.95) vs JVMIX (0.84). JVMIX was incepted earlier than MVTRX: JVMIX (27 years) vs MVTRX (8 years). MVTRX is a more actively managed with annual turnover of: 44.00 vs. JVMIX (41.00). MVTRX has a lower initial minimum investment than JVMIX: MVTRX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 19.46 vs. MVTRX (10.50). JVMIX return over 5 years is better than : 44.34 vs. MVTRX (3.31).
| JVMIX | MVTRX | JVMIX / MVTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 11.144 | 8.167 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.25B | 1,878% |
| Annual Yield % from dividends | 0.84 | 0.95 | 88% |
| Returns for 1 year | 19.46 | 10.50 | 185% |
| Returns for 3 years | 13.73 | -14.97 | -92% |
| Returns for 5 years | 44.34 | 3.31 | 1,341% |
| Returns for 10 years | 64.87 | N/A | - |