Interact to see
Advertisement
Advertisement
JVMIX vs MVTRX
JVMIX vs MVTRX Comparison
Open Charts JVMIX vs MVTRX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Transamerica Mid Cap Value Opps R6
Price$11.00
Change-$0.13 (-1.17%)
VolumeN/A
Net Assets969.79M
JVMIX vs MVTRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MVTRX commentary
Jun 15, 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: 21.5B vs. MVTRX (970M). MVTRX pays higher dividends than JVMIX: MVTRX (1.51) vs JVMIX (0.80). 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 : 0.44 vs. JVMIX (-2.87). JVMIX return over 5 years is better than : 52.19 vs. MVTRX (15.88).
| 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 | 2.486 | 2.326 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 970M | 2,216% |
| Annual Yield % from dividends | 0.80 | 1.51 | 53% |
| Returns for 1 year | -2.87 | 0.44 | -651% |
| Returns for 3 years | 16.82 | 1.03 | 1,632% |
| Returns for 5 years | 52.19 | 15.88 | 329% |
| Returns for 10 years | 36.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UJB | 75.14 | N/A | N/A |
| ProShares Ultra High Yield | |||
| CGCP | 22.29 | -0.07 | -0.31% |
| Capital Group Core Plus Income ETF | |||
| XTEN | 45.38 | -0.28 | -0.61% |
| BondBloxx Bloomberg Ten YrTrgDurUSTrsETF | |||
| RXI | 185.97 | -2.66 | -1.41% |
| iShares Global Consumer Discr ETF | |||
| ECON | 23.17 | -0.39 | -1.67% |
| Columbia Res Enh Emerging Econ ETF | |||