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JVMAX vs MCVAX
JVMAX vs MCVAX Comparison
Open Charts JVMAX vs MCVAX
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
Transamerica Mid Cap Value Opps A
Price$10.20
Change-$1.11 (-9.81%)
VolumeN/A
Net Assets872.45M
JVMAX vs MCVAX Comparison Chart in %
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JVMAX vs. MCVAX commentary
Feb 04, 2026
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: 24.7B vs. MCVAX (872M). MCVAX pays higher dividends than JVMAX: MCVAX (1.24) vs JVMAX (0.52). JVMAX was incepted earlier than MCVAX: JVMAX (29 years) vs MCVAX (12 years). MCVAX (1.19) is less costly to investors than JVMAX (1.11). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (49.00). 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 : 4.15 vs. MCVAX (-4.35). JVMAX return over 5 years is better than : 19.61 vs. MCVAX (-16.77).
| JVMAX | MCVAX | JVMAX / MCVAX | |
| Total Expense Ratio | 1.10 | 1.19 | 92% |
| Annual Report Gross Expense Ratio | 1.11 | 1.19 | 93% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 5.161 | 3.343 | 154% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.52 | 1.24 | 42% |
| Returns for 1 year | 4.15 | -4.35 | -96% |
| Returns for 3 years | 9.50 | -5.79 | -164% |
| Returns for 5 years | 19.61 | -16.77 | -117% |
| Returns for 10 years | 70.92 | 4.08 | 1,736% |
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