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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps I
Price$11.39
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets986.33M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX commentary
Aug 18, 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 MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. MVTIX (986M). MVTIX pays higher dividends than JVMSX: MVTIX (1.38) vs JVMSX (0.41). JVMSX was incepted earlier than MVTIX: JVMSX (13 years) vs MVTIX (11 years). JVMSX (1.26) is less costly to investors than MVTIX (0.83). JVMSX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than MVTIX: JVMSX (0) vs MVTIX (1000000). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. MVTIX (-0.48). JVMSX return over 5 years is better than : 48.09 vs. MVTIX (12.65).
| JVMSX | MVTIX | JVMSX / MVTIX | |
| Total Expense Ratio | 1.25 | 0.83 | 151% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 8.728 | 7.352 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 986M | 2,394% |
| Annual Yield % from dividends | 0.41 | 1.38 | 30% |
| Returns for 1 year | 0.34 | -0.48 | -72% |
| Returns for 3 years | 10.96 | -3.75 | -292% |
| Returns for 5 years | 48.09 | 12.65 | 380% |
| Returns for 10 years | 41.60 | 5.19 | 801% |
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