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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
Open Charts JVMIX vs MCVAX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Transamerica Mid Cap Value Opps A
Price$11.24
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets944.33M
JVMIX vs MCVAX Comparison Chart in %
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JVMIX vs. MCVAX commentary
Oct 19, 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 JVMIX is a Hold and MCVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. MCVAX (944M). MCVAX pays higher dividends than JVMIX: MCVAX (1.02) vs JVMIX (0.74). JVMIX was incepted earlier than MCVAX: JVMIX (28 years) vs MCVAX (11 years). MCVAX (1.19) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and MCVAX (48.00) have comparable annual turnover. MCVAX has a lower initial minimum investment than JVMIX: MCVAX (1000) vs JVMIX (250000). MCVAX annual gain was more profitable for investors over the last year : -4.50 vs. JVMIX (-4.87). JVMIX return over 5 years is better than : 47.49 vs. MCVAX (9.85).
| JVMIX | MCVAX | JVMIX / MCVAX | |
| Total Expense Ratio | 0.85 | 1.19 | 71% |
| Annual Report Gross Expense Ratio | 0.86 | 1.19 | 72% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 9.759 | 6.439 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 944M | 2,532% |
| Annual Yield % from dividends | 0.74 | 1.02 | 72% |
| Returns for 1 year | -4.87 | -4.50 | 108% |
| Returns for 3 years | 25.37 | 8.34 | 304% |
| Returns for 5 years | 47.49 | 9.85 | 482% |
| Returns for 10 years | 51.49 | 2.66 | 1,933% |
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