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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.74B
Transamerica Mid Cap Value Opps I
Price$11.33
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets944.33M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX 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 MVTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. MVTIX (944M). MVTIX pays higher dividends than JVMSX: MVTIX (1.33) 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 : -4.14 vs. JVMSX (-5.30). JVMSX return over 5 years is better than : 45.42 vs. MVTIX (11.31).
| 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 | 11 years | - |
| Gain YTD | 9.399 | 6.786 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 944M | 2,511% |
| Annual Yield % from dividends | 0.40 | 1.33 | 30% |
| Returns for 1 year | -5.30 | -4.14 | 128% |
| Returns for 3 years | 24.28 | 9.26 | 262% |
| Returns for 5 years | 45.42 | 11.31 | 402% |
| Returns for 10 years | 47.59 | 5.19 | 917% |
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