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JVMCX vs MVTRX
JVMCX vs MVTRX Comparison
Open Charts JVMCX vs MVTRX
JHancock Disciplined Value Mid Cap C
Price$28.23
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets24.51B
Transamerica Mid Cap Value Opps R6
Price$11.75
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets929.57M
JVMCX vs MVTRX Comparison Chart in %
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JVMCX vs. MVTRX commentary
Dec 05, 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 JVMCX is a Buy and MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.5B vs. MVTRX (930M). MVTRX pays higher dividends than JVMCX: MVTRX (1.41) vs JVMCX (0.00). JVMCX was incepted earlier than MVTRX: JVMCX (14 years) vs MVTRX (9 years). JVMCX (1.86) is less costly to investors than MVTRX (0.74). JVMCX (49.00) and MVTRX (48.00) have comparable annual turnover. MVTRX has a lower initial minimum investment than JVMCX: MVTRX (0) vs JVMCX (1000). MVTRX annual gain was more profitable for investors over the last year : -4.63 vs. JVMCX (-6.71). JVMCX return over 5 years is better than : 25.99 vs. MVTRX (-1.15).
| JVMCX | MVTRX | JVMCX / MVTRX | |
| Total Expense Ratio | 1.85 | 0.74 | 250% |
| Annual Report Gross Expense Ratio | 1.86 | 0.74 | 251% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 11.581 | 9.302 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 930M | 2,634% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -6.71 | -4.63 | 145% |
| Returns for 3 years | 11.60 | 3.30 | 352% |
| Returns for 5 years | 25.99 | -1.15 | -2,252% |
| Returns for 10 years | 38.07 | N/A | - |
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