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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
Transamerica Mid Cap Value Opps A
Price$11.39
Change+$0.11 (+0.98%)
VolumeN/A
Net Assets968.23M
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Sep 28, 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 Hold and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. MCVAX (968M). MCVAX pays higher dividends than JVMTX: MCVAX (1.01) vs JVMTX (0.62). JVMTX was incepted earlier than MCVAX: JVMTX (12 years) vs MCVAX (11 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). JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. MCVAX (-1.49). JVMTX return over 5 years is better than : 61.22 vs. MCVAX (18.96).
| 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 | 11 years | - |
| Gain YTD | 11.631 | 7.860 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 968M | 2,500% |
| Annual Yield % from dividends | 0.62 | 1.01 | 61% |
| Returns for 1 year | -1.02 | -1.49 | 69% |
| Returns for 3 years | 34.61 | 14.67 | 236% |
| Returns for 5 years | 61.22 | 18.96 | 323% |
| Returns for 10 years | 63.56 | 11.60 | 548% |
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