Interact to see
Advertisement
Advertisement
JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
Transamerica Mid Cap Value Opps I
Price$10.85
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets987.02M
JVMIX vs MVTIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MVTIX commentary
Jun 15, 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 StrongBuy and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.7B vs. MVTIX (987M). MVTIX pays higher dividends than JVMIX: MVTIX (1.42) vs JVMIX (0.80). JVMIX was incepted earlier than MVTIX: JVMIX (28 years) vs MVTIX (11 years). JVMIX (0.88) is less costly to investors than MVTIX (0.83). MVTIX (48.00) and JVMIX (47.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than MVTIX: JVMIX (250000) vs MVTIX (1000000). MVTIX annual gain was more profitable for investors over the last year : 0.24 vs. JVMIX (-2.87). JVMIX return over 5 years is better than : 52.19 vs. MVTIX (14.94).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | 0.87 | 0.83 | 105% |
| Annual Report Gross Expense Ratio | 0.88 | 0.83 | 106% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 2.486 | 2.262 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 987M | 2,199% |
| Annual Yield % from dividends | 0.80 | 1.42 | 57% |
| Returns for 1 year | -2.87 | 0.24 | -1,171% |
| Returns for 3 years | 16.82 | 0.56 | 2,982% |
| Returns for 5 years | 52.19 | 14.94 | 349% |
| Returns for 10 years | 36.89 | 1.36 | 2,719% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ONOF | 33.14 | -0.38 | -1.12% |
| Global X Adaptive US Risk Management ETF | |||
| EMGF | 51.00 | -0.83 | -1.60% |
| iShares Em Mkts Eq Fac ETF | |||
| SCAP | 32.48 | -0.58 | -1.77% |
| Infrastructure Capital Small Cap Inc ETF | |||
| XSHQ | 39.77 | -0.88 | -2.16% |
| Invesco S&P SmallCap Quality ETF | |||
| KWEB | 34.00 | -0.85 | -2.44% |
| KraneShares CSI China Internet ETF | |||