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JVMSX vs MCVAX
JVMSX vs MCVAX Comparison
Open Charts JVMSX vs MCVAX
JHancock Disciplined Value Mid Cap R2
Price$29.46
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets24.22B
Transamerica Mid Cap Value Opps A
Price$11.31
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets962.37M
JVMSX vs MCVAX Comparison Chart in %
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JVMSX vs. MCVAX commentary
Oct 11, 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 JVMSX is a Buy and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. MCVAX (962M). MCVAX pays higher dividends than JVMSX: MCVAX (1.02) vs JVMSX (0.40). JVMSX was incepted earlier than MCVAX: JVMSX (14 years) vs MCVAX (11 years). JVMSX (1.25) and MCVAX (1.19) have similar cost to investors . JVMSX (49.00) and MCVAX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than MCVAX: JVMSX (0) vs MCVAX (1000). MCVAX annual gain was more profitable for investors over the last year : -0.89 vs. JVMSX (-1.76). JVMSX return over 5 years is better than : 47.35 vs. MCVAX (11.60).
| JVMSX | MCVAX | JVMSX / MCVAX | |
| Total Expense Ratio | 1.24 | 1.19 | 104% |
| Annual Report Gross Expense Ratio | 1.25 | 1.19 | 105% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 11.227 | 8.239 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 962M | 2,516% |
| Annual Yield % from dividends | 0.40 | 1.02 | 39% |
| Returns for 1 year | -1.76 | -0.89 | 199% |
| Returns for 3 years | 29.79 | 12.40 | 240% |
| Returns for 5 years | 47.35 | 11.60 | 408% |
| Returns for 10 years | 50.20 | 4.68 | 1,074% |
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