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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$29.99
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.49B
Transamerica Mid Cap Value Opps A
Price$11.40
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets931.54M
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Dec 04, 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: 24.5B vs. MCVAX (932M). MCVAX pays higher dividends than JVMTX: MCVAX (1.02) vs JVMTX (0.61). JVMTX was incepted earlier than MCVAX: JVMTX (12 years) vs MCVAX (12 years). MCVAX (1.19) is less costly to investors than JVMTX (1.10). 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). MCVAX (-6.03) and JVMTX (-6.05) have marching annual gain over last year. JVMTX return over 5 years is better than : 32.95 vs. MCVAX (-1.69).
| JVMTX | MCVAX | JVMTX / MCVAX | |
| Total Expense Ratio | 0.99 | 1.19 | 83% |
| Annual Report Gross Expense Ratio | 1.10 | 1.19 | 92% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 11.891 | 8.428 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 932M | 2,629% |
| Annual Yield % from dividends | 0.61 | 1.02 | 60% |
| Returns for 1 year | -6.05 | -6.03 | 100% |
| Returns for 3 years | 14.12 | 1.69 | 838% |
| Returns for 5 years | 32.95 | -1.69 | -1,955% |
| Returns for 10 years | 48.86 | 4.86 | 1,006% |