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JVMRX vs MVTIX
JVMRX vs MVTIX Comparison
Open Charts JVMRX vs MVTIX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps I
Price$11.55
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMRX vs MVTIX Comparison Chart in %
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JVMRX vs. MVTIX commentary
Sep 08, 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 MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. MVTIX (988M). MVTIX pays higher dividends than JVMRX: MVTIX (1.32) vs JVMRX (0.84). JVMRX was incepted earlier than MVTIX: JVMRX (14 years) vs MVTIX (11 years). MVTIX (0.83) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMRX (1000000) and MVTIX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. MVTIX (0.75). JVMRX return over 5 years is better than : 55.40 vs. MVTIX (16.40).
| JVMRX | MVTIX | JVMRX / MVTIX | |
| Total Expense Ratio | 0.74 | 0.83 | 89% |
| Annual Report Gross Expense Ratio | 0.75 | 0.83 | 90% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 12.064 | 9.425 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.84 | 1.32 | 64% |
| Returns for 1 year | 3.02 | 0.75 | 401% |
| Returns for 3 years | 25.20 | 6.07 | 415% |
| Returns for 5 years | 55.40 | 16.40 | 338% |
| Returns for 10 years | 59.55 | 12.33 | 483% |
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