Interact to see
Advertisement
Advertisement
JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$29.73
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
Transamerica Mid Cap Value Opps I
Price$11.37
Change-$0.13 (-1.13%)
VolumeN/A
Net Assets971.35M
JVMTX vs MVTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. MVTIX commentary
Sep 26, 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: 24.2B vs. MVTIX (971M). MVTIX pays higher dividends than JVMTX: MVTIX (1.32) 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 : 0.05 vs. JVMTX (-0.34). JVMTX return over 5 years is better than : 60.90 vs. MVTIX (20.71).
| 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 | 11.408 | 8.388 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 971M | 2,492% |
| Annual Yield % from dividends | 0.62 | 1.32 | 47% |
| Returns for 1 year | -0.34 | 0.05 | -634% |
| Returns for 3 years | 34.05 | 15.36 | 222% |
| Returns for 5 years | 60.90 | 20.71 | 294% |
| Returns for 10 years | 63.67 | 14.51 | 439% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement