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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
Transamerica Mid Cap Value Opps I
Price$10.40
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets873M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX commentary
Jan 15, 2026
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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. MVTIX (873M). MVTIX pays higher dividends than JVMSX: MVTIX (1.62) vs JVMSX (0.38). 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). JVMSX annual gain was more profitable for investors over the last year : 5.70 vs. MVTIX (-0.86). JVMSX return over 5 years is better than : 19.98 vs. MVTIX (-13.79).
| 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 | 4.797 | 4.733 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 873M | 2,829% |
| Annual Yield % from dividends | 0.38 | 1.62 | 24% |
| Returns for 1 year | 5.70 | -0.86 | -660% |
| Returns for 3 years | 13.28 | -1.43 | -931% |
| Returns for 5 years | 19.98 | -13.79 | -145% |
| Returns for 10 years | 69.79 | 10.83 | 644% |
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