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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Mid Cap Value Opps I
Price$11.31
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. MVTIX (1.01B). MVTIX pays higher dividends than JVMIX: MVTIX (1.38) vs JVMIX (0.78). 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 : 5.07 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. MVTIX (20.93).
| 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 | 8.423 | 6.598 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.01B | 2,240% |
| Annual Yield % from dividends | 0.78 | 1.38 | 56% |
| Returns for 1 year | 3.45 | 5.07 | 68% |
| Returns for 3 years | 23.84 | 3.70 | 644% |
| Returns for 5 years | 62.76 | 20.93 | 300% |
| Returns for 10 years | 48.34 | 7.07 | 683% |
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