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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Transamerica Mid Cap Value Opps A
Price$9.96
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets862.27M
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. MCVAX (862M). MCVAX pays higher dividends than JVMTX: MCVAX (1.02) vs JVMTX (0.61). 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). 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 : 2.35 vs. MCVAX (-6.39). JVMTX return over 5 years is better than : 23.38 vs. MCVAX (-15.48).
| 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 | 3.567 | -5.682 | -63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 862M | 2,773% |
| Annual Yield % from dividends | 0.61 | 1.02 | 60% |
| Returns for 1 year | 2.35 | -6.39 | -37% |
| Returns for 3 years | 15.93 | -2.15 | -742% |
| Returns for 5 years | 23.38 | -15.48 | -151% |
| Returns for 10 years | 48.70 | -5.39 | -904% |
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