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JVMSX vs MCVAX
JVMSX vs MCVAX Comparison
Open Charts JVMSX vs MCVAX
JHancock Disciplined Value Mid Cap R2
Price$29.80
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
Transamerica Mid Cap Value Opps A
Price$11.40
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets931.54M
JVMSX vs MCVAX Comparison Chart in %
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JVMSX vs. MCVAX commentary
Dec 04, 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 Buy and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. MCVAX (932M). MCVAX pays higher dividends than JVMSX: MCVAX (1.02) vs JVMSX (0.40). JVMSX was incepted earlier than MCVAX: JVMSX (14 years) vs MCVAX (12 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 (-6.03) and JVMSX (-6.32) have marching annual gain over last year. JVMSX return over 5 years is better than : 31.69 vs. MCVAX (-1.69).
| JVMSX | MCVAX | JVMSX / MCVAX | |
| Total Expense Ratio | 1.24 | 1.19 | 104% |
| Annual Report Gross Expense Ratio | 1.25 | 1.19 | 105% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 11.600 | 8.428 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 932M | 2,618% |
| Annual Yield % from dividends | 0.40 | 1.02 | 39% |
| Returns for 1 year | -6.32 | -6.03 | 105% |
| Returns for 3 years | 13.46 | 1.69 | 799% |
| Returns for 5 years | 31.69 | -1.69 | -1,880% |
| Returns for 10 years | 46.38 | 4.86 | 955% |