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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JHancock Disciplined Value Mid Cap R2
Price$29.56
Change-$0.24 (-0.81%)
VolumeN/A
Net Assets24.2B
Transamerica Mid Cap Value Opps I
Price$11.37
Change-$0.13 (-1.13%)
VolumeN/A
Net Assets971.35M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX commentary
Sep 26, 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 Hold and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. MVTIX (971M). MVTIX pays higher dividends than JVMSX: MVTIX (1.32) vs JVMSX (0.40). JVMSX was incepted earlier than MVTIX: JVMSX (14 years) vs MVTIX (11 years). JVMSX (1.25) is less costly to investors than MVTIX (0.83). JVMSX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than MVTIX: JVMSX (0) vs MVTIX (1000000). MVTIX annual gain was more profitable for investors over the last year : 0.05 vs. JVMSX (-0.66). JVMSX return over 5 years is better than : 59.40 vs. MVTIX (20.71).
| JVMSX | MVTIX | JVMSX / MVTIX | |
| Total Expense Ratio | 1.24 | 0.83 | 149% |
| Annual Report Gross Expense Ratio | 1.25 | 0.83 | 151% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 11.153 | 8.388 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 971M | 2,492% |
| Annual Yield % from dividends | 0.40 | 1.32 | 30% |
| Returns for 1 year | -0.66 | 0.05 | -1,218% |
| Returns for 3 years | 33.20 | 15.36 | 216% |
| Returns for 5 years | 59.40 | 20.71 | 287% |
| Returns for 10 years | 60.96 | 14.51 | 420% |
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