Interact to see
Advertisement
Advertisement
JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Transamerica Mid Cap Value Opps I
Price$11.39
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets986.33M
JVMTX vs MVTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. MVTIX commentary
Aug 18, 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 Buy and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. MVTIX (986M). MVTIX pays higher dividends than JVMTX: MVTIX (1.38) vs JVMTX (0.64). JVMTX was incepted earlier than MVTIX: JVMTX (12 years) vs MVTIX (11 years). JVMTX (1.11) 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 : 0.62 vs. MVTIX (-0.48). JVMTX return over 5 years is better than : 49.36 vs. MVTIX (12.65).
| JVMTX | MVTIX | JVMTX / MVTIX | |
| Total Expense Ratio | 1.00 | 0.83 | 120% |
| Annual Report Gross Expense Ratio | 1.11 | 0.83 | 134% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.919 | 7.352 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 986M | 2,394% |
| Annual Yield % from dividends | 0.64 | 1.38 | 46% |
| Returns for 1 year | 0.62 | -0.48 | -130% |
| Returns for 3 years | 11.58 | -3.75 | -309% |
| Returns for 5 years | 49.36 | 12.65 | 390% |
| Returns for 10 years | 43.95 | 5.19 | 846% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DNL | 39.53 | 0.07 | +0.18% |
| WisdomTree Global ex-US Qual Div Gr ETF | |||
| FFEM | 29.50 | -0.01 | -0.04% |
| Fidelity Fundamental Emerging Mkts ETF | |||
| OWNS | 17.20 | -0.05 | -0.32% |
| CCM Affordable Housing MBS ETF | |||
| TPHE | 25.62 | -0.18 | -0.69% |
| Timothy Plan High Dividend Stock Enh ETF | |||
| SLYV | 84.78 | -0.60 | -0.70% |
| SPDR® S&P 600 Small Cap Value ETF | |||