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JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
Transamerica Mid Cap Value Opps I
Price$10.40
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets873M
JVMTX vs MVTIX Comparison Chart in %
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JVMTX vs. MVTIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. MVTIX (873M). MVTIX pays higher dividends than JVMTX: MVTIX (1.62) vs JVMTX (0.62). JVMTX was incepted earlier than MVTIX: JVMTX (13 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 : 6.04 vs. MVTIX (-0.86). JVMTX return over 5 years is better than : 21.31 vs. MVTIX (-13.79).
| JVMTX | MVTIX | JVMTX / MVTIX | |
| Total Expense Ratio | 0.99 | 0.83 | 119% |
| Annual Report Gross Expense Ratio | 1.10 | 0.83 | 133% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 4.812 | 4.733 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 873M | 2,829% |
| Annual Yield % from dividends | 0.62 | 1.62 | 38% |
| Returns for 1 year | 6.04 | -0.86 | -699% |
| Returns for 3 years | 14.24 | -1.43 | -999% |
| Returns for 5 years | 21.31 | -13.79 | -154% |
| Returns for 10 years | 73.13 | 10.83 | 675% |
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