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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps I
Price$11.55
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX commentary
Sep 08, 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: 24.3B vs. MVTIX (988M). 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). JVMSX annual gain was more profitable for investors over the last year : 2.39 vs. MVTIX (0.75). JVMSX return over 5 years is better than : 52.66 vs. MVTIX (16.40).
| 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 | 11.637 | 9.425 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.40 | 1.32 | 30% |
| Returns for 1 year | 2.39 | 0.75 | 318% |
| Returns for 3 years | 23.81 | 6.07 | 392% |
| Returns for 5 years | 52.66 | 16.40 | 321% |
| Returns for 10 years | 54.48 | 12.33 | 442% |
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