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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps I
Price$10.26
Change-$1.14 (-10.00%)
VolumeN/A
Net Assets872.45M
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Feb 05, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. MVTIX (872M). MVTIX pays higher dividends than JVMIX: MVTIX (1.57) vs JVMIX (0.72). 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 . MVTIX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (49.00). 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 : 4.96 vs. MVTIX (-4.00). JVMIX return over 5 years is better than : 23.04 vs. MVTIX (-15.36).
| 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 | 5.206 | 3.323 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.72 | 1.57 | 46% |
| Returns for 1 year | 4.96 | -4.00 | -124% |
| Returns for 3 years | 11.72 | -4.66 | -251% |
| Returns for 5 years | 23.04 | -15.36 | -150% |
| Returns for 10 years | 78.79 | 6.68 | 1,180% |
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