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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Transamerica Mid Cap Value Opps A
Price$11.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.01B
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Jul 07, 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 StrongBuy and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. MCVAX (1.01B). MCVAX pays higher dividends than JVMTX: MCVAX (1.06) vs JVMTX (0.65). 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). MCVAX (48.00) and JVMTX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than MCVAX: JVMTX (0) vs MCVAX (1000). MCVAX annual gain was more profitable for investors over the last year : 4.65 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. MCVAX (19.37).
| 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 | 8.361 | 6.345 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 1.01B | 2,240% |
| Annual Yield % from dividends | 0.65 | 1.06 | 61% |
| Returns for 1 year | 3.31 | 4.65 | 71% |
| Returns for 3 years | 23.47 | 2.88 | 816% |
| Returns for 5 years | 61.96 | 19.37 | 320% |
| Returns for 10 years | 46.97 | 4.60 | 1,022% |
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