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JVMAX vs MVTIX
JVMAX vs MVTIX Comparison
Open Charts JVMAX vs MVTIX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps I
Price$11.55
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMAX vs MVTIX Comparison Chart in %
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JVMAX vs. MVTIX commentary
Sep 08, 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 MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. MVTIX (988M). MVTIX pays higher dividends than JVMAX: MVTIX (1.32) vs JVMAX (0.55). JVMAX was incepted earlier than MVTIX: JVMAX (28 years) vs MVTIX (11 years). JVMAX (1.11) is less costly to investors than MVTIX (0.83). JVMAX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than MVTIX: JVMAX (1000) vs MVTIX (1000000). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. MVTIX (0.75). JVMAX return over 5 years is better than : 51.61 vs. MVTIX (16.40).
| JVMAX | MVTIX | JVMAX / MVTIX | |
| Total Expense Ratio | 1.10 | 0.83 | 133% |
| Annual Report Gross Expense Ratio | 1.11 | 0.83 | 134% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 11.802 | 9.425 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.55 | 1.32 | 42% |
| Returns for 1 year | 2.01 | 0.75 | 267% |
| Returns for 3 years | 23.09 | 6.07 | 380% |
| Returns for 5 years | 51.61 | 16.40 | 315% |
| Returns for 10 years | 52.52 | 12.33 | 426% |
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