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JVMAX vs MCVAX
JVMAX vs MCVAX Comparison
Open Charts JVMAX vs MCVAX
JHancock Disciplined Value Mid Cap A
Price$27.80
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.55B
Transamerica Mid Cap Value Opps A
Price$11.28
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets984.01M
JVMAX vs MCVAX Comparison Chart in %
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JVMAX vs. MCVAX commentary
Aug 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 JVMAX is a Buy and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.5B vs. MCVAX (984M). MCVAX pays higher dividends than JVMAX: MCVAX (1.06) vs JVMAX (0.57). JVMAX was incepted earlier than MCVAX: JVMAX (28 years) vs MCVAX (11 years). MCVAX (1.19) is less costly to investors than JVMAX (1.13). JVMAX (49.00) and MCVAX (48.00) have comparable annual turnover. MCVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and MCVAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -0.60 vs. MCVAX (-1.34). JVMAX return over 5 years is better than : 50.84 vs. MCVAX (12.40).
| JVMAX | MCVAX | JVMAX / MCVAX | |
| Total Expense Ratio | 1.12 | 1.19 | 94% |
| Annual Report Gross Expense Ratio | 1.13 | 1.19 | 95% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 9.363 | 6.818 | 137% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 984M | 2,388% |
| Annual Yield % from dividends | 0.57 | 1.06 | 53% |
| Returns for 1 year | -0.60 | -1.34 | 45% |
| Returns for 3 years | 12.57 | -3.12 | -402% |
| Returns for 5 years | 50.84 | 12.40 | 410% |
| Returns for 10 years | 48.34 | 7.08 | 683% |
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