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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Transamerica Mid Cap Value Opps A
Price$10.60
Change+$0.09 (+0.86%)
VolumeN/A
Net Assets961M
JVMTX vs MCVAX Comparison Chart
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JVMTX vs. MCVAX commentary
May 09, 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 JVMTX is a Buy and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. MCVAX (961M). MCVAX pays higher dividends than JVMTX: MCVAX (1.11) vs JVMTX (0.71). JVMTX was incepted earlier than MCVAX: JVMTX (12 years) vs MCVAX (11 years). MCVAX (1.19) is less costly to investors than JVMTX (1.11). MCVAX (48.00) and JVMTX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than MCVAX: JVMTX (0) vs MCVAX (1000). MCVAX annual gain was more profitable for investors over the last year : -5.65 vs. JVMTX (-8.15). JVMTX return over 5 years is better than : 52.25 vs. MCVAX (18.07).
| JVMTX | MCVAX | JVMTX / MCVAX | |
| Total Expense Ratio | 1.00 | 1.19 | 84% |
| Annual Report Gross Expense Ratio | 1.11 | 1.19 | 93% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -2.304 | -0.852 | 270% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 961M | 2,144% |
| Annual Yield % from dividends | 0.71 | 1.11 | 64% |
| Returns for 1 year | -8.15 | -5.65 | 144% |
| Returns for 3 years | 5.30 | -9.31 | -57% |
| Returns for 5 years | 52.25 | 18.07 | 289% |
| Returns for 10 years | 29.98 | -3.95 | -760% |
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