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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$28.88
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
Transamerica Mid Cap Value Opps A
Price$11.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets965.46M
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Aug 10, 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: 23.2B vs. MCVAX (965M). MCVAX pays higher dividends than JVMTX: MCVAX (1.06) vs JVMTX (0.64). 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). 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). JVMTX annual gain was more profitable for investors over the last year : 1.78 vs. MCVAX (-1.91). JVMTX return over 5 years is better than : 49.86 vs. MCVAX (10.22).
| 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 | 7.321 | 4.545 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 965M | 2,404% |
| Annual Yield % from dividends | 0.64 | 1.06 | 60% |
| Returns for 1 year | 1.78 | -1.91 | -93% |
| Returns for 3 years | 15.36 | -3.14 | -489% |
| Returns for 5 years | 49.86 | 10.22 | 488% |
| Returns for 10 years | 43.12 | 0.93 | 4,658% |
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