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JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Transamerica Mid Cap Value Opps I
Price$11.33
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets938.21M
JVMTX vs MVTIX Comparison Chart in %
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JVMTX vs. MVTIX commentary
Oct 19, 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 MVTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. MVTIX (938M). MVTIX pays higher dividends than JVMTX: MVTIX (1.33) vs JVMTX (0.62). JVMTX was incepted earlier than MVTIX: JVMTX (12 years) vs MVTIX (11 years). JVMTX (1.10) 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). MVTIX annual gain was more profitable for investors over the last year : -4.82 vs. JVMTX (-5.43). JVMTX return over 5 years is better than : 46.13 vs. MVTIX (10.53).
| JVMTX | MVTIX | JVMTX / MVTIX | |
| Total Expense Ratio | 0.99 | 0.83 | 119% |
| Annual Report Gross Expense Ratio | 1.10 | 0.83 | 133% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 9.179 | 6.032 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 938M | 2,527% |
| Annual Yield % from dividends | 0.62 | 1.33 | 46% |
| Returns for 1 year | -5.43 | -4.82 | 113% |
| Returns for 3 years | 24.46 | 8.49 | 288% |
| Returns for 5 years | 46.13 | 10.53 | 438% |
| Returns for 10 years | 49.46 | 4.45 | 1,112% |
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