JVMIX
Price
$26.62
Change
+$0.12 (+0.45%)
Updated
Apr 1 closing price
Net Assets
21.11B
MVTRX
Price
$10.98
Change
-$0.00 (-0.00%)
Updated
Apr 1 closing price
Net Assets
1.07B
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JVMIX vs MVTRX

Header iconJVMIX vs MVTRX Comparison
Open Charts JVMIX vs MVTRXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$26.62
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets21.11B
Transamerica Mid Cap Value Opps R6
Price$10.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.07B
JVMIX vs MVTRX Comparison Chart
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JVMIX vs. MVTRX commentary
Apr 03, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.1B vs. MVTRX (1.07B). 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 : -4.55 vs. JVMIX (-9.82). JVMIX return over 5 years is better than : 82.74 vs. MVTRX (48.81).
JVMIXMVTRXJVMIX / MVTRX
Total Expense Ratio0.870.74118%
Annual Report Gross Expense Ratio0.880.74119%
Fund Existence28 years9 years-
Gain YTD-1.6702.140-78%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets21.1B1.07B1,968%
Annual Yield % from dividends0.831.5055%
Returns for 1 year-9.82-4.55216%
Returns for 3 years-2.33-8.4927%
Returns for 5 years82.7448.81170%
Returns for 10 years32.66N/A-
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