JVMSX
Price
$29.87
Change
+$0.31 (+1.05%)
Updated
Sep 26 closing price
Net Assets
24.25B
MVTIX
Price
$11.48
Change
+$0.11 (+0.97%)
Updated
Sep 26 closing price
Net Assets
959.62M
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JVMSX vs MVTIX

Header iconJVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
Transamerica Mid Cap Value Opps I
Price$11.48
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets959.62M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX commentary
Sep 28, 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 MVTIX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. MVTIX (960M). MVTIX pays higher dividends than JVMSX: MVTIX (1.32) vs JVMSX (0.40). JVMSX was incepted earlier than MVTIX: JVMSX (14 years) vs MVTIX (11 years). JVMSX (1.25) 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). MVTIX annual gain was more profitable for investors over the last year : -1.05 vs. JVMSX (-1.31). JVMSX return over 5 years is better than : 59.77 vs. MVTIX (20.50).
JVMSXMVTIXJVMSX / MVTIX
Total Expense Ratio1.240.83149%
Annual Report Gross Expense Ratio1.250.83151%
Fund Existence14 years11 years-
Gain YTD11.4148.200139%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.2B960M2,521%
Annual Yield % from dividends0.401.3230%
Returns for 1 year-1.31-1.05124%
Returns for 3 years33.8115.61217%
Returns for 5 years59.7720.50292%
Returns for 10 years60.9114.31426%
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