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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.85B
Transamerica Mid Cap Value Opps I
Price$10.00
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets856.53M
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX commentary
Dec 26, 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: 23.8B vs. MVTIX (857M). MVTIX pays higher dividends than JVMSX: MVTIX (1.33) vs JVMSX (0.40). 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 : 2.33 vs. MVTIX (-6.02). JVMSX return over 5 years is better than : 22.07 vs. MVTIX (-14.42).
| 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 | 3.357 | -5.749 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 857M | 2,777% |
| Annual Yield % from dividends | 0.40 | 1.33 | 30% |
| Returns for 1 year | 2.33 | -6.02 | -39% |
| Returns for 3 years | 15.34 | -1.33 | -1,152% |
| Returns for 5 years | 22.07 | -14.42 | -153% |
| Returns for 10 years | 47.11 | -3.16 | -1,491% |
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