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JVMIX vs MVTRX
JVMIX vs MVTRX Comparison
Open Charts JVMIX vs MVTRX
JHancock Disciplined Value Mid Cap I
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
Transamerica Mid Cap Value Opps R6
Price$10.85
Change-$0.27 (-2.43%)
VolumeN/A
Net Assets993.26M
JVMIX vs MVTRX Comparison Chart
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JVMIX vs. MVTRX commentary
May 23, 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: 21.8B vs. MVTRX (993M). MVTRX pays higher dividends than JVMIX: MVTRX (1.54) vs JVMIX (0.85). 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 : -2.16 vs. JVMIX (-4.22). JVMIX return over 5 years is better than : 62.06 vs. MVTRX (25.20).
| 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 | 3.488 | 3.442 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 993M | 2,195% |
| Annual Yield % from dividends | 0.85 | 1.54 | 55% |
| Returns for 1 year | -4.22 | -2.16 | 196% |
| Returns for 3 years | 13.03 | -2.91 | -448% |
| Returns for 5 years | 62.06 | 25.20 | 246% |
| Returns for 10 years | 36.87 | N/A | - |
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