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JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$27.83
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
Transamerica Mid Cap Value Opps I
Price$10.00
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets862.38M
JVMTX vs MVTIX Comparison Chart in %
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JVMTX vs. MVTIX commentary
Dec 26, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. MVTIX (862M). MVTIX pays higher dividends than JVMTX: MVTIX (1.33) vs JVMTX (0.61). JVMTX was incepted earlier than MVTIX: JVMTX (12 years) vs MVTIX (12 years). JVMTX (1.10) is less costly to investors than MVTIX (0.83). JVMTX (49.00) and MVTIX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than MVTIX: JVMTX (0) vs MVTIX (1000000). JVMTX annual gain was more profitable for investors over the last year : 2.35 vs. MVTIX (-6.02). JVMTX return over 5 years is better than : 23.20 vs. MVTIX (-14.42).
| JVMTX | MVTIX | JVMTX / MVTIX | |
| Total Expense Ratio | 0.99 | 0.83 | 119% |
| Annual Report Gross Expense Ratio | 1.10 | 0.83 | 133% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 3.419 | -5.749 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 862M | 2,773% |
| Annual Yield % from dividends | 0.61 | 1.33 | 46% |
| Returns for 1 year | 2.35 | -6.02 | -39% |
| Returns for 3 years | 16.05 | -1.33 | -1,205% |
| Returns for 5 years | 23.20 | -14.42 | -161% |
| Returns for 10 years | 49.57 | -3.16 | -1,569% |
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