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JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
Transamerica Mid Cap Value Opps I
Price$11.55
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets987.78M
JVMTX vs MVTIX Comparison Chart in %
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JVMTX vs. MVTIX commentary
Sep 08, 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: 24.3B vs. MVTIX (988M). MVTIX pays higher dividends than JVMTX: MVTIX (1.32) vs JVMTX (0.62). JVMTX was incepted earlier than MVTIX: JVMTX (12 years) vs MVTIX (11 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 : 2.74 vs. MVTIX (0.75). JVMTX return over 5 years is better than : 54.13 vs. MVTIX (16.40).
| 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 | 11 years | - |
| Gain YTD | 11.891 | 9.425 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 988M | 2,460% |
| Annual Yield % from dividends | 0.62 | 1.32 | 47% |
| Returns for 1 year | 2.74 | 0.75 | 364% |
| Returns for 3 years | 24.58 | 6.07 | 405% |
| Returns for 5 years | 54.13 | 16.40 | 330% |
| Returns for 10 years | 57.10 | 12.33 | 463% |
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