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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
Transamerica Mid Cap Value Opps A
Price$11.05
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets906.83M
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Nov 20, 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 Hold and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. MCVAX (907M). MCVAX pays higher dividends than JVMTX: MCVAX (1.05) vs JVMTX (0.63). JVMTX was incepted earlier than MCVAX: JVMTX (12 years) vs MCVAX (12 years). MCVAX (1.19) is less costly to investors than JVMTX (1.10). JVMTX (49.00) and MCVAX (48.00) 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 : -6.38 vs. JVMTX (-7.14). JVMTX return over 5 years is better than : 30.97 vs. MCVAX (-2.59).
| JVMTX | MCVAX | JVMTX / MCVAX | |
| Total Expense Ratio | 0.99 | 1.19 | 83% |
| Annual Report Gross Expense Ratio | 1.10 | 1.19 | 92% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 7.507 | 4.261 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 907M | 2,580% |
| Annual Yield % from dividends | 0.63 | 1.05 | 60% |
| Returns for 1 year | -7.14 | -6.38 | 112% |
| Returns for 3 years | 12.20 | 1.04 | 1,170% |
| Returns for 5 years | 30.97 | -2.59 | -1,196% |
| Returns for 10 years | 43.58 | 1.01 | 4,326% |
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