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JVMCX vs MVTRX
JVMCX vs MVTRX Comparison
Open Charts JVMCX vs MVTRX
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps R6
Price$11.70
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets987.78M
JVMCX vs MVTRX Comparison Chart in %
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JVMCX vs. MVTRX commentary
Sep 09, 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: 24.3B vs. MVTRX (988M). MVTRX pays higher dividends than JVMCX: MVTRX (1.40) 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). JVMCX annual gain was more profitable for investors over the last year : 1.22 vs. MVTRX (0.94). JVMCX return over 5 years is better than : 48.03 vs. MVTRX (17.19).
| 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 | 11.265 | 9.395 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 1.22 | 0.94 | 131% |
| Returns for 3 years | 21.25 | 6.49 | 328% |
| Returns for 5 years | 48.03 | 17.19 | 279% |
| Returns for 10 years | 45.05 | N/A | - |