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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$29.45
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.7B
Transamerica Mid Cap Value Opps A
Price$11.28
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets984.01M
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Aug 20, 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 JVMTX is a Buy and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. MCVAX (984M). MCVAX pays higher dividends than JVMTX: MCVAX (1.06) vs JVMTX (0.64). JVMTX was incepted earlier than MCVAX: JVMTX (12 years) vs MCVAX (11 years). MCVAX (1.19) is less costly to investors than JVMTX (1.11). JVMTX (49.00) and MCVAX (48.00) have comparable annual turnover. 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 : 0.08 vs. MCVAX (-1.34). JVMTX return over 5 years is better than : 53.37 vs. MCVAX (12.40).
| JVMTX | MCVAX | JVMTX / MCVAX | |
| Total Expense Ratio | 1.00 | 1.19 | 84% |
| Annual Report Gross Expense Ratio | 1.11 | 1.19 | 93% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 9.439 | 6.818 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 984M | 2,409% |
| Annual Yield % from dividends | 0.64 | 1.06 | 60% |
| Returns for 1 year | 0.08 | -1.34 | -6% |
| Returns for 3 years | 13.91 | -3.12 | -445% |
| Returns for 5 years | 53.37 | 12.40 | 430% |
| Returns for 10 years | 52.81 | 7.08 | 746% |
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