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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JHancock Disciplined Value Mid Cap I
Price$28.80
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.6B
Transamerica Mid Cap Value Opps I
Price$10.40
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets873M
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Jan 16, 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 Hold and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.6B vs. MVTIX (873M). MVTIX pays higher dividends than JVMIX: MVTIX (1.62) vs JVMIX (0.75). 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 : 6.20 vs. MVTIX (-0.86). JVMIX return over 5 years is better than : 22.06 vs. MVTIX (-13.79).
| 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 | 4.842 | 4.733 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 873M | 2,818% |
| Annual Yield % from dividends | 0.75 | 1.62 | 46% |
| Returns for 1 year | 6.20 | -0.86 | -718% |
| Returns for 3 years | 14.75 | -1.43 | -1,035% |
| Returns for 5 years | 22.06 | -13.79 | -160% |
| Returns for 10 years | 74.98 | 10.83 | 692% |
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