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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
Transamerica Mid Cap Value Opps I
Price$11.31
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets929.61M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. MVTIX (930M). MVTIX pays higher dividends than JVMSX: MVTIX (1.36) vs JVMSX (0.41). JVMSX was incepted earlier than MVTIX: JVMSX (14 years) vs MVTIX (12 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 : -4.84 vs. JVMSX (-5.86). JVMSX return over 5 years is better than : 36.31 vs. MVTIX (2.41).
| JVMSX | MVTIX | JVMSX / MVTIX | |
| Total Expense Ratio | 1.24 | 0.83 | 149% |
| Annual Report Gross Expense Ratio | 1.25 | 0.83 | 151% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 10.891 | 6.975 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 930M | 2,602% |
| Annual Yield % from dividends | 0.41 | 1.36 | 30% |
| Returns for 1 year | -5.86 | -4.84 | 121% |
| Returns for 3 years | 14.37 | 2.15 | 669% |
| Returns for 5 years | 36.31 | 2.41 | 1,506% |
| Returns for 10 years | 50.42 | 8.62 | 585% |
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