Interact to see
Advertisement
Advertisement
JVMIX vs MVTRX
JVMIX vs MVTRX Comparison
Open Charts JVMIX vs MVTRX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Mid Cap Value Opps R6
Price$11.46
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.01B
JVMIX vs MVTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MVTRX 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 MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B 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). MVTRX (48.00) and JVMIX (47.00) have comparable annual turnover. MVTRX has a lower initial minimum investment than JVMIX: MVTRX (0) vs JVMIX (250000). MVTRX annual gain was more profitable for investors over the last year : 5.21 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. MVTRX (21.85).
| 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 | 8.423 | 6.605 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.01B | 2,240% |
| Annual Yield % from dividends | 0.78 | 1.47 | 53% |
| Returns for 1 year | 3.45 | 5.21 | 66% |
| Returns for 3 years | 23.84 | 4.14 | 576% |
| Returns for 5 years | 62.76 | 21.85 | 287% |
| Returns for 10 years | 48.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement