Interact to see
Advertisement
Advertisement
JVMRX vs MCVAX
JVMRX vs MCVAX Comparison
Open Charts JVMRX vs MCVAX
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Transamerica Mid Cap Value Opps A
Price$11.39
Change+$0.11 (+0.98%)
VolumeN/A
Net Assets968.23M
JVMRX vs MCVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. MCVAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. MCVAX (968M). MCVAX pays higher dividends than JVMRX: MCVAX (1.01) vs JVMRX (0.84). JVMRX was incepted earlier than MCVAX: JVMRX (14 years) vs MCVAX (11 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 : -0.78 vs. MCVAX (-1.49). JVMRX return over 5 years is better than : 62.54 vs. MCVAX (18.96).
| 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 | 11 years | - |
| Gain YTD | 11.804 | 7.860 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 968M | 2,500% |
| Annual Yield % from dividends | 0.84 | 1.01 | 83% |
| Returns for 1 year | -0.78 | -1.49 | 52% |
| Returns for 3 years | 35.31 | 14.67 | 241% |
| Returns for 5 years | 62.54 | 18.96 | 330% |
| Returns for 10 years | 66.11 | 11.60 | 570% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers