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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
Open Charts JVMIX vs MCVAX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps A
Price$10.20
Change-$1.11 (-9.81%)
VolumeN/A
Net Assets872.45M
JVMIX vs MCVAX Comparison Chart in %
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JVMIX 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 JVMIX is a Buy and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. MCVAX (872M). MCVAX pays higher dividends than JVMIX: MCVAX (1.24) vs JVMIX (0.72). JVMIX was incepted earlier than MCVAX: JVMIX (29 years) vs MCVAX (12 years). MCVAX (1.19) is less costly to investors than JVMIX (0.86). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (49.00). MCVAX has a lower initial minimum investment than JVMIX: MCVAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 4.96 vs. MCVAX (-4.35). JVMIX return over 5 years is better than : 23.04 vs. MCVAX (-16.77).
| JVMIX | MCVAX | JVMIX / MCVAX | |
| Total Expense Ratio | 0.85 | 1.19 | 71% |
| Annual Report Gross Expense Ratio | 0.86 | 1.19 | 72% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 5.206 | 3.343 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.72 | 1.24 | 58% |
| Returns for 1 year | 4.96 | -4.35 | -114% |
| Returns for 3 years | 11.72 | -5.79 | -202% |
| Returns for 5 years | 23.04 | -16.77 | -137% |
| Returns for 10 years | 78.79 | 4.08 | 1,929% |
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