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JVMRX vs MCVAX
JVMRX vs MCVAX Comparison
Open Charts JVMRX vs MCVAX
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Transamerica Mid Cap Value Opps A
Price$9.96
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets862.27M
JVMRX vs MCVAX Comparison Chart in %
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JVMRX vs. MCVAX commentary
Dec 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 JVMRX is a Hold and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. MCVAX (862M). MCVAX pays higher dividends than JVMRX: MCVAX (1.02) vs JVMRX (0.83). JVMRX was incepted earlier than MCVAX: JVMRX (14 years) vs MCVAX (12 years). MCVAX (1.19) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and MCVAX (48.00) have comparable annual turnover. MCVAX has a lower initial minimum investment than JVMRX: MCVAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.35 vs. MCVAX (-6.39). JVMRX return over 5 years is better than : 24.33 vs. MCVAX (-15.48).
| JVMRX | MCVAX | JVMRX / MCVAX | |
| Total Expense Ratio | 0.74 | 1.19 | 62% |
| Annual Report Gross Expense Ratio | 0.75 | 1.19 | 63% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 3.563 | -5.682 | -63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 862M | 2,773% |
| Annual Yield % from dividends | 0.83 | 1.02 | 81% |
| Returns for 1 year | 2.35 | -6.39 | -37% |
| Returns for 3 years | 16.55 | -2.15 | -771% |
| Returns for 5 years | 24.33 | -15.48 | -157% |
| Returns for 10 years | 51.02 | -5.39 | -947% |
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