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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Transamerica Mid Cap Value Opps A
Price$10.20
Change-$1.11 (-9.81%)
VolumeN/A
Net Assets872.45M
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Feb 04, 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 JVMTX is a Buy and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MCVAX (872M). MCVAX pays higher dividends than JVMTX: MCVAX (1.24) vs JVMTX (0.60). JVMTX was incepted earlier than MCVAX: JVMTX (13 years) vs MCVAX (12 years). MCVAX (1.19) is less costly to investors than JVMTX (1.10). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than MCVAX: JVMTX (0) vs MCVAX (1000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. MCVAX (-4.35). JVMTX return over 5 years is better than : 22.28 vs. MCVAX (-16.77).
| JVMTX | MCVAX | JVMTX / MCVAX | |
| Total Expense Ratio | 0.99 | 1.19 | 83% |
| Annual Report Gross Expense Ratio | 1.10 | 1.19 | 92% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 5.177 | 3.343 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 872M | 2,833% |
| Annual Yield % from dividends | 0.60 | 1.24 | 48% |
| Returns for 1 year | 4.79 | -4.35 | -110% |
| Returns for 3 years | 11.22 | -5.79 | -194% |
| Returns for 5 years | 22.28 | -16.77 | -133% |
| Returns for 10 years | 76.80 | 4.08 | 1,880% |
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