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JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps I
Price$11.39
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets991.02M
JVMTX vs MVTIX Comparison Chart in %
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JVMTX vs. MVTIX commentary
Aug 17, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. MVTIX (991M). MVTIX pays higher dividends than JVMTX: MVTIX (1.38) vs JVMTX (0.64). JVMTX was incepted earlier than MVTIX: JVMTX (12 years) vs MVTIX (11 years). JVMTX (1.11) is less costly to investors than MVTIX (0.83). JVMTX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than MVTIX: JVMTX (0) vs MVTIX (1000000). JVMTX annual gain was more profitable for investors over the last year : 1.38 vs. MVTIX (-0.13). JVMTX return over 5 years is better than : 50.48 vs. MVTIX (13.05).
| JVMTX | MVTIX | JVMTX / MVTIX | |
| Total Expense Ratio | 1.00 | 0.83 | 120% |
| Annual Report Gross Expense Ratio | 1.11 | 0.83 | 134% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 9.736 | 7.729 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 991M | 2,381% |
| Annual Yield % from dividends | 0.64 | 1.38 | 46% |
| Returns for 1 year | 1.38 | -0.13 | -1,084% |
| Returns for 3 years | 12.42 | -3.41 | -364% |
| Returns for 5 years | 50.48 | 13.05 | 387% |
| Returns for 10 years | 45.03 | 5.56 | 809% |
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