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JVMRX vs MCVAX
JVMRX vs MCVAX Comparison
Open Charts JVMRX vs MCVAX
JHancock Disciplined Value Mid Cap R6
Price$29.52
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.55B
Transamerica Mid Cap Value Opps A
Price$11.28
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets984.01M
JVMRX vs MCVAX Comparison Chart in %
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JVMRX vs. MCVAX commentary
Aug 20, 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 Buy and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. MCVAX (984M). MCVAX pays higher dividends than JVMRX: MCVAX (1.06) vs JVMRX (0.86). JVMRX was incepted earlier than MCVAX: JVMRX (14 years) vs MCVAX (11 years). MCVAX (1.19) is less costly to investors than JVMRX (0.76). 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 : 0.32 vs. MCVAX (-1.34). JVMRX return over 5 years is better than : 54.59 vs. MCVAX (12.40).
| JVMRX | MCVAX | JVMRX / MCVAX | |
| Total Expense Ratio | 0.75 | 1.19 | 63% |
| Annual Report Gross Expense Ratio | 0.76 | 1.19 | 64% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 9.577 | 6.818 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 984M | 2,388% |
| Annual Yield % from dividends | 0.86 | 1.06 | 81% |
| Returns for 1 year | 0.32 | -1.34 | -24% |
| Returns for 3 years | 14.46 | -3.12 | -463% |
| Returns for 5 years | 54.59 | 12.40 | 440% |
| Returns for 10 years | 55.15 | 7.08 | 779% |
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