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JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
Transamerica Mid Cap Value Opps I
Price$11.14
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets906.83M
JVMTX vs MVTIX Comparison Chart in %
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JVMTX vs. MVTIX 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 MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. MVTIX (907M). MVTIX pays higher dividends than JVMTX: MVTIX (1.36) vs JVMTX (0.63). JVMTX was incepted earlier than MVTIX: JVMTX (12 years) vs MVTIX (12 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 : -6.01 vs. JVMTX (-7.14). JVMTX return over 5 years is better than : 30.97 vs. MVTIX (-1.32).
| 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 | 12 years | - |
| Gain YTD | 7.507 | 4.618 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 907M | 2,580% |
| Annual Yield % from dividends | 0.63 | 1.36 | 46% |
| Returns for 1 year | -7.14 | -6.01 | 119% |
| Returns for 3 years | 12.20 | 1.87 | 653% |
| Returns for 5 years | 30.97 | -1.32 | -2,354% |
| Returns for 10 years | 43.58 | 3.42 | 1,275% |
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