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JVMIX vs MVTRX
JVMIX vs MVTRX Comparison
Open Charts JVMIX vs MVTRX
JHancock Disciplined Value Mid Cap I
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
Transamerica Mid Cap Value Opps R6
Price$11.51
Change-$0.11 (-0.95%)
VolumeN/A
Net Assets1.01B
JVMIX vs MVTRX Comparison Chart in %
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JVMIX vs. MVTRX commentary
Jul 29, 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 MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. MVTRX (1.01B). MVTRX pays higher dividends than JVMIX: MVTRX (1.47) vs JVMIX (0.78). JVMIX was incepted earlier than MVTRX: JVMIX (28 years) vs MVTRX (9 years). JVMIX (0.88) is less costly to investors than MVTRX (0.74). JVMIX (49.00) and MVTRX (48.00) have comparable annual turnover. MVTRX has a lower initial minimum investment than JVMIX: MVTRX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.60 vs. MVTRX (-1.21). JVMIX return over 5 years is better than : 55.52 vs. MVTRX (18.24).
| JVMIX | MVTRX | JVMIX / MVTRX | |
| Total Expense Ratio | 0.87 | 0.74 | 118% |
| Annual Report Gross Expense Ratio | 0.88 | 0.74 | 119% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 8.905 | 7.070 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.01B | 2,296% |
| Annual Yield % from dividends | 0.78 | 1.47 | 53% |
| Returns for 1 year | -0.60 | -1.21 | 49% |
| Returns for 3 years | 16.35 | -0.18 | -8,941% |
| Returns for 5 years | 55.52 | 18.24 | 304% |
| Returns for 10 years | 47.21 | N/A | - |
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