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JVMSX vs MVTRX
JVMSX vs MVTRX Comparison
Open Charts JVMSX vs MVTRX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
Transamerica Mid Cap Value Opps R6
Price$11.70
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets984.02M
JVMSX vs MVTRX Comparison Chart in %
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JVMSX vs. MVTRX commentary
Sep 07, 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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. MVTRX (984M). MVTRX pays higher dividends than JVMSX: MVTRX (1.40) vs JVMSX (0.40). JVMSX was incepted earlier than MVTRX: JVMSX (14 years) vs MVTRX (9 years). JVMSX (1.25) is less costly to investors than MVTRX (0.74). JVMSX (49.00) and MVTRX (48.00) have comparable annual turnover. JVMSX (0) and MVTRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.39 vs. MVTRX (0.42). JVMSX return over 5 years is better than : 52.66 vs. MVTRX (16.59).
| JVMSX | MVTRX | JVMSX / MVTRX | |
| Total Expense Ratio | 1.24 | 0.74 | 168% |
| Annual Report Gross Expense Ratio | 1.25 | 0.74 | 169% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 11.637 | 8.837 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 984M | 2,470% |
| Annual Yield % from dividends | 0.40 | 1.40 | 29% |
| Returns for 1 year | 2.39 | 0.42 | 569% |
| Returns for 3 years | 23.81 | 5.94 | 401% |
| Returns for 5 years | 52.66 | 16.59 | 317% |
| Returns for 10 years | 54.48 | N/A | - |
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