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JVMRX vs MVTRX
JVMRX vs MVTRX Comparison
Open Charts JVMRX vs MVTRX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps R6
Price$11.70
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets987.78M
JVMRX vs MVTRX Comparison Chart in %
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JVMRX vs. MVTRX commentary
Sep 09, 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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. MVTRX (988M). MVTRX pays higher dividends than JVMRX: MVTRX (1.40) vs JVMRX (0.84). JVMRX was incepted earlier than MVTRX: JVMRX (14 years) vs MVTRX (9 years). JVMRX (0.75) and MVTRX (0.74) have similar cost to investors . JVMRX (49.00) and MVTRX (48.00) have comparable annual turnover. MVTRX has a lower initial minimum investment than JVMRX: MVTRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. MVTRX (0.94). JVMRX return over 5 years is better than : 55.40 vs. MVTRX (17.19).
| JVMRX | MVTRX | JVMRX / MVTRX | |
| Total Expense Ratio | 0.74 | 0.74 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 0.74 | 101% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 12.064 | 9.395 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.84 | 1.40 | 60% |
| Returns for 1 year | 3.02 | 0.94 | 322% |
| Returns for 3 years | 25.20 | 6.49 | 388% |
| Returns for 5 years | 55.40 | 17.19 | 322% |
| Returns for 10 years | 59.55 | N/A | - |
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