JVMSX
Price
$29.33
Change
+$0.12 (+0.41%)
Updated
Oct 17 closing price
Net Assets
23.85B
MCVAX
Price
$11.24
Change
+$0.08 (+0.72%)
Updated
Oct 17 closing price
Net Assets
944.33M
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JVMSX vs MCVAX

Header iconJVMSX vs MCVAX Comparison
Open Charts JVMSX vs MCVAXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
Transamerica Mid Cap Value Opps A
Price$11.24
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets944.33M
JVMSX vs MCVAX Comparison Chart in %
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JVMSX vs. MCVAX commentary
Oct 19, 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 JVMSX is a Hold and MCVAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. MCVAX (944M). MCVAX pays higher dividends than JVMSX: MCVAX (1.02) vs JVMSX (0.40). JVMSX was incepted earlier than MCVAX: JVMSX (14 years) vs MCVAX (11 years). JVMSX (1.25) and MCVAX (1.19) have similar cost to investors . JVMSX (49.00) and MCVAX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than MCVAX: JVMSX (0) vs MCVAX (1000). MCVAX annual gain was more profitable for investors over the last year : -4.50 vs. JVMSX (-5.30). JVMSX return over 5 years is better than : 45.42 vs. MCVAX (9.85).
JVMSXMCVAXJVMSX / MCVAX
Total Expense Ratio1.241.19104%
Annual Report Gross Expense Ratio1.251.19105%
Fund Existence14 years11 years-
Gain YTD9.3996.439146%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B944M2,532%
Annual Yield % from dividends0.401.0239%
Returns for 1 year-5.30-4.50118%
Returns for 3 years24.288.34291%
Returns for 5 years45.429.85461%
Returns for 10 years47.592.661,787%
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