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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
Transamerica Mid Cap Value Opps I
Price$10.00
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets862.38M
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Dec 26, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. MVTIX (862M). MVTIX pays higher dividends than JVMIX: MVTIX (1.33) vs JVMIX (0.74). JVMIX was incepted earlier than MVTIX: JVMIX (29 years) vs MVTIX (12 years). JVMIX (0.86) and MVTIX (0.83) have similar cost to investors . JVMIX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than MVTIX: JVMIX (250000) vs MVTIX (1000000). JVMIX annual gain was more profitable for investors over the last year : 2.39 vs. MVTIX (-6.02). JVMIX return over 5 years is better than : 23.76 vs. MVTIX (-14.42).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | 0.85 | 0.83 | 102% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 3.414 | -5.749 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 862M | 2,773% |
| Annual Yield % from dividends | 0.74 | 1.33 | 55% |
| Returns for 1 year | 2.39 | -6.02 | -40% |
| Returns for 3 years | 16.38 | -1.33 | -1,230% |
| Returns for 5 years | 23.76 | -14.42 | -165% |
| Returns for 10 years | 51.01 | -3.16 | -1,614% |
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